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Thrive Capital Management (Pennsylvania)’s IBM IBM Stock Holding History

Thrive Capital Management (Pennsylvania)’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 		$310K Sell
1,278
-38
-3% -$10.3K 0.07% 143
2025
Q4 		$390K Buy
1,316
+249
+23% +$74.6K 0.09% 139
2025
Q3 		$301K Buy
1,067
+5
+0.5% +$1.31K 0.08% 152
2025
Q2 		$313K Buy
1,062
+177
+20% +$45.6K 0.1% 146
2025
Q1 		$220K Buy
+885
New +$216K 0.13% 109
2024
Q4 		– Sell
-1,083
Closed -$239K – 127
2024
Q3 		$239K Sell
1,083
-162
-13% -$31.8K 0.11% 167
2024
Q2 		$215K Buy
1,245
+191
+18% +$33.2K 0.1% 171
2024
Q1 		$201K Sell
1,054
-244
-19% -$44.5K 0.11% 117
2023
Q4 		$212K Buy
+1,298
New +$196K 0.11% 143
2022
Q1 		– Sell
-4,122
Closed -$551K – 107
2021
Q4 		$551K Sell
4,122
-3,692
-47% -$463K 0.36% 60
2021
Q3 		$1.04M Buy
7,814
+956
+14% +$128K 0.77% 42
2021
Q2 		$961K Buy
6,858
+2,129
+45% +$291K 0.75% 41
2021
Q1 		$602K Buy
4,729
+1,237
+35% +$148K 0.56% 47
2020
Q4 		$420K Buy
+3,492
New +$404K 0.45% 55

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

Thrive Capital Management (Pennsylvania)'s IBM Position: Q1 2026 in Review

Thrive Capital Management (Pennsylvania) reduced its IBM (IBM) stake by 2.9% in Q1 2026, selling an estimated $10.3K and leaving 1,278 shares worth $310K. The position accounts for 0.07% of the portfolio, ranked #143.

Thrive Capital Management (Pennsylvania) first reported a position in IBM in Q4 2020 and has held it in 14 quarters since. The position peaked at $1.04M in Q3 2021. 3,466 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • Thrive Capital Management (Pennsylvania) held 1,278 shares of IBM worth $310K as of Q1 2026.
  • Thrive Capital Management (Pennsylvania) sold 38 IBM shares in Q1 2026, an estimated $10.3K.
  • IBM made up 0.07% of Thrive Capital Management (Pennsylvania)'s portfolio in Q1 2026, its #143 holding.
  • Thrive Capital Management (Pennsylvania) first reported a position in IBM in Q4 2020 and has held it in 14 quarters since.
  • Thrive Capital Management (Pennsylvania)'s IBM position peaked at $1.04M in Q3 2021.
  • 3,466 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Thrive Capital Management (Pennsylvania)'s 13F filing for Q1 2026, filed 27 Apr 2026.