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Towercrest Capital Management’s IBM IBM Stock Holding History

Towercrest Capital 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 		$530K Buy
2,186
+50
+2% +$13.5K 0.08% 70
2025
Q4 		$633K Hold
2,136
– – 0.1% 64
2025
Q3 		$603K Buy
2,136
+50
+2% +$13.1K 0.1% 67
2025
Q2 		$615K Sell
2,086
-1
-0% -$258 0.11% 59
2025
Q1 		$519K Sell
2,087
-500
-19% -$122K 0.1% 62
2024
Q4 		$569K Hold
2,587
– – 0.09% 64
2024
Q3 		$572K Buy
2,587
+1
+0% +$196 0.09% 66
2024
Q2 		$447K Hold
2,586
– – 0.07% 77
2024
Q1 		$494K Buy
2,586
+672
+35% +$123K 0.08% 74
2023
Q4 		$313K Buy
1,914
+9
+0.5% +$1.36K 0.06% 85
2023
Q3 		$267K Sell
1,905
-12
-0.6% -$1.71K 0.05% 89
2023
Q2 		$256K Buy
+1,917
New +$247K 0.05% 95
2023
Q1 		– Sell
-1,466
Closed -$207K – 95
2022
Q4 		$207K Buy
+1,466
New +$202K 0.05% 91
2022
Q3 		– Sell
-1,470
Closed -$208K – 90
2022
Q2 		$208K Buy
+1,470
New +$198K 0.05% 91
2021
Q3 		– Sell
-1,498
Closed -$210K – 95
2021
Q2 		$210K Buy
+1,498
New +$205K 0.04% 88
2019
Q4 		– Sell
-1,492
Closed -$207K – 81
2019
Q3 		$207K Sell
1,492
-87
-6% -$11.7K 0.06% 70
2019
Q2 		$208K Sell
1,579
-51
-3% -$6.7K 0.06% 72
2019
Q1 		$219K Buy
+1,630
New +$208K 0.06% 65
2018
Q3 		– Sell
-1,541
Closed -$206K – 75
2018
Q2 		$206K Buy
+1,541
New +$215K 0.06% 76

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

Towercrest Capital Management's IBM Position: Q1 2026 in Review

Towercrest Capital Management increased its IBM (IBM) stake by 2.3% in Q1 2026, buying an estimated $13.5K and bringing the position to 2,186 shares worth $530K. The position accounts for 0.08% of the portfolio, ranked #70.

Towercrest Capital Management first reported a position in IBM in Q2 2018 and has held it in 19 quarters since. The position peaked at $633K in Q4 2025. 3,462 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • Towercrest Capital Management held 2,186 shares of IBM worth $530K as of Q1 2026.
  • Towercrest Capital Management bought 50 IBM shares in Q1 2026, an estimated $13.5K.
  • IBM made up 0.08% of Towercrest Capital Management's portfolio in Q1 2026, its #70 holding.
  • Towercrest Capital Management first reported a position in IBM in Q2 2018 and has held it in 19 quarters since.
  • Towercrest Capital Management's IBM position peaked at $633K in Q4 2025.
  • 3,462 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Towercrest Capital Management's 13F filing for Q1 2026, filed 1 May 2026.