TIM
IBM icon

Total Investment Management’s IBM IBM Stock Holding History

Total 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 		$245K Buy
1,011
+11
+1% +$2.98K 0.03% 68
2025
Q4 		$296K Buy
1,000
+1
+0.1% +$299 0.04% 59
2025
Q3 		$282K Sell
999
-10
-1% -$2.62K 0.04% 57
2025
Q2 		$297K Buy
1,009
+26
+3% +$6.7K 0.04% 50
2025
Q1 		$245K Sell
983
-4
-0.4% -$978 0.03% 61
2024
Q4 		$217K Buy
987
+48
+5% +$10.7K 0.03% 68
2024
Q3 		$208K Buy
+939
New +$184K 0.02% 67
2021
Q4 		– Sell
-1,508
Closed -$200K – 76
2021
Q3 		$200K Hold
1,508
– – 0.05% 56
2021
Q2 		$211K Sell
1,508
-498
-25% -$68.1K 0.04% 56
2021
Q1 		$213K Buy
+2,006
New +$240K 0.06% 49
2020
Q4 		– Sell
-1,918
Closed -$205K – 49
2020
Q3 		$205K Sell
1,918
-11
-0.6% -$1.29K 0.06% 45
2020
Q2 		$223K Sell
1,929
-77
-4% -$8.94K 0.08% 37
2020
Q1 		$213K Buy
2,006
+298
+17% +$37.7K 0.06% 49
2019
Q4 		$219K Buy
1,708
+2
+0.1% +$260 0.04% 52
2019
Q3 		$237K Buy
1,706
+5
+0.3% +$674 0.05% 48
2019
Q2 		$229K Buy
1,701
+4
+0.2% +$525 0.05% 49
2019
Q1 		$213K Buy
1,697
+7
+0.4% +$892 0.05% 50
2018
Q4 		$218K Buy
1,690
+5
+0.3% +$600 0.07% 47
2018
Q3 		$244K Buy
1,685
+4
+0.2% +$559 0.05% 42
2018
Q2 		$224K Buy
1,681
+18
+1% +$2.51K 0.05% 42
2018
Q1 		$244K Buy
1,663
+236
+17% +$35.7K 0.06% 38
2017
Q4 		$209K Buy
+1,427
New +$208K 0.06% 39
2017
Q3 		– Sell
-1,425
Closed -$209K – 38
2017
Q2 		$209K Sell
1,425
-38
-3% -$5.73K 0.07% 35
2017
Q1 		$244K Buy
1,463
+1
+0.1% +$168 0.08% 30
2016
Q4 		$232K Buy
+1,462
New +$223K 0.08% 31

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

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

Total Investment Management increased its IBM (IBM) stake by 1.1% in Q1 2026, buying an estimated $2.98K and bringing the position to 1,011 shares worth $245K. The position accounts for 0.03% of the portfolio, ranked #68.

Total Investment Management first reported a position in IBM in Q4 2016 and has held it in 25 quarters since. The position peaked at $297K in Q2 2025. 3,464 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • Total Investment Management held 1,011 shares of IBM worth $245K as of Q1 2026.
  • Total Investment Management bought 11 IBM shares in Q1 2026, an estimated $2.98K.
  • IBM made up 0.03% of Total Investment Management's portfolio in Q1 2026, its #68 holding.
  • Total Investment Management first reported a position in IBM in Q4 2016 and has held it in 25 quarters since.
  • Total Investment Management's IBM position peaked at $297K in Q2 2025.
  • 3,464 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Total Investment Management's 13F filing for Q1 2026, filed 13 Apr 2026.