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Thomas Russo’s IBM IBM Stock Holding History

Thomas Russo’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
-750
Closed -$222K – 88
2025
Q4 		$222K Buy
+750
New +$225K ﹤0.01% 84
2019
Q2 		– Sell
-1,582
Closed -$213K – 98
2019
Q1 		$213K Buy
+1,582
New +$202K ﹤0.01% 86
2018
Q4 		– Sell
-1,643
Closed -$238K – 92
2018
Q3 		$238K Sell
1,643
-4,113
-71% -$575K ﹤0.01% 86
2018
Q2 		$769K Sell
5,756
-701
-11% -$97.8K 0.01% 69
2018
Q1 		$947K Sell
6,457
-1,480
-19% -$224K 0.01% 66
2017
Q4 		$1.16M Sell
7,937
-623
-7% -$90.6K 0.01% 65
2017
Q3 		$1.19M Sell
8,560
-785
-8% -$109K 0.01% 65
2017
Q2 		$1.37M Sell
9,345
-235
-2% -$35.4K 0.01% 62
2017
Q1 		$1.59M Sell
9,580
-408
-4% -$68.4K 0.01% 59
2016
Q4 		$1.58M Sell
9,988
-1,255
-11% -$191K 0.01% 58
2016
Q3 		$1.71M Sell
11,243
-550
-5% -$83.5K 0.01% 57
2016
Q2 		$1.71M Buy
11,793
+2,720
+30% +$389K 0.01% 58
2016
Q1 		$1.31M Sell
9,073
-481
-5% -$61.4K 0.01% 62
2015
Q4 		$1.26M Sell
9,554
-163
-2% -$21.9K 0.01% 63
2015
Q3 		$1.35M Sell
9,717
-245
-2% -$36.2K 0.01% 64
2015
Q2 		$1.55M Sell
9,962
-26
-0.3% -$4.18K 0.01% 65
2015
Q1 		$1.53M Sell
9,988
-314
-3% -$47.6K 0.01% 67
2014
Q4 		$1.58M Sell
10,302
-634
-6% -$101K 0.01% 64
2014
Q3 		$1.99M Sell
10,936
-1,151
-10% -$210K 0.02% 59
2014
Q2 		$2.1M Sell
12,087
-2,154
-15% -$388K 0.02% 59
2014
Q1 		$2.62M Sell
14,241
-3,194
-18% -$562K 0.03% 53
2013
Q4 		$3.13M Hold
17,435
– – 0.03% 47
2013
Q3 		$3.09M Buy
17,435
+457
+3% +$83.1K 0.03% 47
2013
Q2 		$3.1M Buy
+16,978
New +$3.31M 0.04% 48

Other funds holding IBM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Thomas Russo's IBM Position: Q1 2026 in Review

Thomas Russo sold out of IBM (IBM) in Q1 2026, closing a stake of 750 shares — an estimated $222K sold.

Thomas Russo first reported a position in IBM in Q2 2013 and held it in 24 quarters. The position peaked at $3.13M in Q4 2013. 3,483 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • Thomas Russo reported no remaining IBM position as of Q1 2026 after selling out during the quarter.
  • Thomas Russo sold 750 IBM shares in Q1 2026, an estimated $222K.
  • Thomas Russo first reported a position in IBM in Q2 2013 and held it in 24 quarters.
  • Thomas Russo's IBM position peaked at $3.13M in Q4 2013.
  • 3,483 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Gardner Russo & Quinn's 13F filing for Q1 2026, filed 13 May 2026.