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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
2014
Q1 		– Sell
-1,046
Closed -$1K – 366
2013
Q4 		$1K Hold
1,046
– – ﹤0.01% 319
2013
Q3 		$1K Hold
1,046
– – ﹤0.01% 330
2013
Q2 		$1K Buy
+1,046
New +$204K ﹤0.01% 357

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.