Tilia Fiduciary Partners’s IBM IBM Stock Holding History

Tilia Fiduciary Partners’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	$2.05M	Buy	8,451 +602	+8%	+$163K	1.13%	35
2025 Q4	$2.32M	Buy	7,849 +361	+5%	+$108K	1.28%	32
2025 Q3	$2.11M	Buy	7,488 +363	+5%	+$95K	1.22%	37
2025 Q2	$2.1M	Buy	7,125 +300	+4%	+$77.3K	1.28%	34
2025 Q1	$1.7M	Buy	+6,825	New	+$1.67M	1.13%	36
2023 Q3	–	Sell	-36	Closed	-$4.83K	–	256
2023 Q2	$4.83K	Sell	36 -630	-95%	-$81.3K	﹤0.01%	437
2023 Q1	$87.3K	Buy	666 +630	+1,750%	+$84.3K	0.08%	153
2022 Q4	$5.09K	Hold	36	–	–	﹤0.01%	408
2022 Q3	$4K	Hold	36	–	–	﹤0.01%	438
2022 Q2	$5K	Sell	36 -125	-78%	-$16.9K	﹤0.01%	434
2022 Q1	$21K	Sell	161 -981	-86%	-$128K	0.02%	314
2021 Q4	$153K	Buy	+1,142	New	+$143K	0.12%	122

Other funds holding IBM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Tilia Fiduciary Partners's IBM Position: Q1 2026 in Review

Tilia Fiduciary Partners increased its IBM (IBM) stake by 7.7% in Q1 2026, buying an estimated $163K and bringing the position to 8,451 shares worth $2.05M. The position accounts for 1.13% of the portfolio, ranked #35.

Tilia Fiduciary Partners first reported a position in IBM in Q4 2021 and has held it in 12 quarters since. The position peaked at $2.32M in Q4 2025. 3,463 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

Tilia Fiduciary Partners held 8,451 shares of IBM worth $2.05M as of Q1 2026.
Tilia Fiduciary Partners bought 602 IBM shares in Q1 2026, an estimated $163K.
IBM made up 1.13% of Tilia Fiduciary Partners's portfolio in Q1 2026, its #35 holding.
Tilia Fiduciary Partners first reported a position in IBM in Q4 2021 and has held it in 12 quarters since.
Tilia Fiduciary Partners's IBM position peaked at $2.32M in Q4 2025.
3,463 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Tilia Fiduciary Partners's 13F filing for Q1 2026, filed 9 Apr 2026.