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Tortoise Investment Management’s IBM IBM Stock Holding History

Tortoise Investment 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 		$629K Buy
2,595
+5
+0.2% +$1.35K 0.05% 143
2025
Q4 		$767K Sell
2,590
-65
-2% -$19.5K 0.07% 135
2025
Q3 		$749K Sell
2,655
-46
-2% -$12K 0.07% 130
2025
Q2 		$796K Buy
2,701
+1
+0% +$258 0.08% 124
2025
Q1 		$671K Sell
2,700
-12
-0.4% -$2.94K 0.07% 128
2024
Q4 		$596K Buy
2,712
+99
+4% +$22K 0.06% 139
2024
Q3 		$578K Buy
2,613
+14
+0.5% +$2.75K 0.06% 140
2024
Q2 		$450K Buy
2,599
+1
+0% +$174 0.05% 151
2024
Q1 		$496K Buy
2,598
+1
+0% +$182 0.06% 153
2023
Q4 		$425K Buy
2,597
+1
+0% +$151 0.06% 154
2023
Q3 		$364K Buy
2,596
+1
+0% +$142 0.05% 157
2023
Q2 		$347K Buy
2,595
+100
+4% +$12.9K 0.05% 157
2023
Q1 		$327K Hold
2,495
– – 0.05% 160
2022
Q4 		$352K Buy
2,495
+53
+2% +$7.31K 0.06% 153
2022
Q3 		$290K Buy
2,442
+606
+33% +$79.5K 0.06% 157
2022
Q2 		$259K Hold
1,836
– – 0.05% 154
2022
Q1 		$239K Hold
1,836
– – 0.04% 162
2021
Q4 		$245K Sell
1,836
-712
-28% -$89.3K 0.05% 152
2021
Q3 		$338K Buy
2,548
+97
+4% +$13K 0.07% 127
2021
Q2 		$343K Sell
2,451
-1,569
-39% -$215K 0.07% 128
2021
Q1 		$512K Buy
4,020
+53
+1% +$6.34K 0.11% 102
2020
Q4 		$477K Sell
3,967
-7
-0.2% -$809 0.11% 98
2020
Q3 		$462K Buy
3,974
+36
+0.9% +$4.24K 0.11% 96
2020
Q2 		$455K Sell
3,938
-441
-10% -$51.2K 0.12% 89
2020
Q1 		$464K Hold
4,379
– – 0.13% 86
2019
Q4 		$561K Hold
4,379
– – 0.13% 84
2019
Q3 		$609K Sell
4,379
-37
-0.8% -$4.99K 0.16% 84
2019
Q2 		$582K Hold
4,416
– – 0.15% 87
2019
Q1 		$596K Hold
4,416
– – 0.16% 82
2018
Q4 		$480K Sell
4,416
-224
-5% -$26.9K 0.13% 90
2018
Q3 		$671K Buy
4,640
+105
+2% +$14.7K 0.18% 80
2018
Q2 		$606K Hold
4,535
– – 0.17% 80
2018
Q1 		$665K Hold
4,535
– – 0.18% 76
2017
Q4 		$665K Buy
4,535
+141
+3% +$20.5K 0.19% 72
2017
Q3 		$610K Buy
4,394
+1,046
+31% +$146K 0.19% 72
2017
Q2 		$492K Sell
3,348
-73
-2% -$11K 0.16% 81
2017
Q1 		$570K Buy
3,421
+16
+0.5% +$2.68K 0.19% 70
2016
Q4 		$540K Buy
3,405
+162
+5% +$24.7K 0.19% 71
2016
Q3 		$492K Sell
3,243
-463
-12% -$70.3K 0.17% 71
2016
Q2 		$538K Sell
3,706
-1,437
-28% -$206K 0.19% 67
2016
Q1 		$745K Sell
5,143
-1,164
-18% -$149K 0.27% 55
2015
Q4 		$830K Buy
6,307
+222
+4% +$29.8K 0.3% 56
2015
Q3 		$843K Sell
6,085
-638
-9% -$94.2K 0.32% 53
2015
Q2 		$1.04M Sell
6,723
-157
-2% -$25.2K 0.39% 46
2015
Q1 		$1.06M Sell
6,880
-188
-3% -$28.5K 0.4% 47
2014
Q4 		$1.08M Buy
7,068
+39
+0.6% +$6.21K 0.43% 43
2014
Q3 		$1.28M Sell
7,029
-209
-3% -$38.1K 0.54% 38
2014
Q2 		$1.25M Buy
7,238
+836
+13% +$150K 0.52% 37
2014
Q1 		$1.18M Sell
6,402
-104
-2% -$18.3K 0.54% 38
2013
Q4 		$1.17M Sell
6,506
-134
-2% -$23.1K 0.64% 38
2013
Q3 		$1.18M Hold
6,640
– – 0.71% 38
2013
Q2 		$1.21M Buy
+6,640
New +$1.29M 0.8% 33

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

Tortoise Investment Management's IBM Position: Q1 2026 in Review

Tortoise Investment Management increased its IBM (IBM) stake by 0.19% in Q1 2026, buying an estimated $1.35K and bringing the position to 2,595 shares worth $629K. The position accounts for 0.05% of the portfolio, ranked #143.

Tortoise Investment Management first reported a position in IBM in Q2 2013 and has held it in 52 quarters since. The position peaked at $1.28M in Q3 2014. 3,465 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • Tortoise Investment Management held 2,595 shares of IBM worth $629K as of Q1 2026.
  • Tortoise Investment Management bought 5 IBM shares in Q1 2026, an estimated $1.35K.
  • IBM made up 0.05% of Tortoise Investment Management's portfolio in Q1 2026, its #143 holding.
  • Tortoise Investment Management first reported a position in IBM in Q2 2013 and has held it in 52 quarters since.
  • Tortoise Investment Management's IBM position peaked at $1.28M in Q3 2014.
  • 3,465 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Tortoise Investment Management's 13F filing for Q1 2026, filed 5 May 2026.