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Terra Nova Asset Management’s IBM IBM Stock Holding History

Terra Nova Asset Management’s Portfolio IBM Stock Details IBM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-14,056
Closed -$4.16M – 89
2025
Q4 		$4.16M Buy
14,056
+1,254
+10% +$376K 2.74% 7
2025
Q3 		$3.61M Buy
12,802
+760
+6% +$199K 2.28% 10
2025
Q2 		$3.55M Buy
12,042
+511
+4% +$132K 2.48% 10
2025
Q1 		$2.87M Buy
11,531
+687
+6% +$168K 2.26% 13
2024
Q4 		$2.38M Buy
10,844
+212
+2% +$47.2K 1.82% 22
2024
Q3 		$2.35M Buy
10,632
+2,144
+25% +$420K 1.74% 25
2024
Q2 		$1.47M Buy
8,488
+29
+0.3% +$5.04K 1.16% 39
2024
Q1 		$1.62M Buy
8,459
+1,816
+27% +$331K 1.29% 35
2023
Q4 		$1.09M Buy
6,643
+3,033
+84% +$458K 0.95% 43
2023
Q3 		$483K Hold
3,610
– – 0.44% 60
2023
Q2 		$483K Sell
3,610
-141
-4% -$18.2K 0.44% 60
2023
Q1 		$492K Sell
3,751
-207
-5% -$27.7K 0.48% 60
2022
Q4 		$558K Sell
3,958
-104
-3% -$14.3K 0.58% 58
2022
Q3 		$483K Buy
4,062
+26
+0.6% +$3.41K 0.53% 60
2022
Q2 		$570K Sell
4,036
-28
-0.7% -$3.78K 0.63% 53
2022
Q1 		$528K Buy
4,064
+2
+0% +$261 0.49% 53
2021
Q4 		$543K Sell
4,062
-191
-4% -$24K 0.41% 58
2021
Q3 		$565K Buy
4,253
+1,179
+38% +$158K 0.45% 56
2021
Q2 		$431K Buy
3,074
+246
+9% +$33.6K 0.37% 60
2021
Q1 		$360K Sell
2,828
-1,128
-29% -$135K 0.32% 67
2020
Q4 		$476K Buy
+3,956
New +$457K 0.48% 50

Other funds holding IBM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Terra Nova Asset Management's IBM Position: Q1 2026 in Review

Terra Nova Asset Management sold out of IBM (IBM) in Q1 2026, closing a stake of 14,056 shares — an estimated $4.16M sold.

Terra Nova Asset Management first reported a position in IBM in Q4 2020 and held it in 21 quarters. The position peaked at $4.16M in Q4 2025. 3,463 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • Terra Nova Asset Management reported no remaining IBM position as of Q1 2026 after selling out during the quarter.
  • Terra Nova Asset Management sold 14,056 IBM shares in Q1 2026, an estimated $4.16M.
  • Terra Nova Asset Management first reported a position in IBM in Q4 2020 and held it in 21 quarters.
  • Terra Nova Asset Management's IBM position peaked at $4.16M in Q4 2025.
  • 3,463 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Terra Nova Asset Management's 13F filing for Q1 2026, filed 16 Apr 2026.