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Tucker Asset Management’s IBM IBM Stock Holding History

Tucker Asset 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 		– Sell
-742
Closed -$220K – 694
2025
Q4 		$220K Sell
742
-53
-7% -$15.9K 0.06% 102
2025
Q3 		$224K Sell
795
-9
-1% -$2.36K 0.07% 103
2025
Q2 		$237K Sell
804
-86
-10% -$22.2K 0.08% 90
2025
Q1 		$221K Sell
890
-283
-24% -$69.2K 0.07% 79
2024
Q4 		$258K Sell
1,173
-115
-9% -$25.6K 0.03% 110
2024
Q3 		$285K Buy
1,288
+15
+1% +$2.94K 0.07% 101
2024
Q2 		$220K Sell
1,273
-16
-1% -$2.78K 0.05% 154
2024
Q1 		$246K Buy
1,289
+30
+2% +$5.47K 0.06% 152
2023
Q4 		$206K Hold
1,259
– – 0.05% 142
2023
Q3 		$177K Hold
1,259
– – 0.05% 151
2023
Q2 		$168K Sell
1,259
-9
-0.7% -$1.16K 0.05% 120
2023
Q1 		$166K Buy
1,268
+9
+0.7% +$1.2K 0.05% 94
2022
Q4 		$178K Hold
1,259
– – 0.06% 60
2022
Q3 		$174K Buy
1,259
+38
+3% +$4.99K 0.06% 46
2022
Q2 		$172K Buy
1,221
+414
+51% +$55.9K 0.06% 24
2022
Q1 		$105K Buy
807
+142
+21% +$18.5K 0.03% 43
2021
Q4 		$89K Buy
665
+613
+1,179% +$76.9K 0.03% 52
2021
Q3 		$6.25K Hold
52
– – ﹤0.01% 225
2021
Q2 		$7.33K Hold
52
– – ﹤0.01% 197
2021
Q1 		$6.66K Hold
52
– – ﹤0.01% 202
2020
Q4 		$6.29K Buy
+52
New +$6.01K ﹤0.01% 222

Other funds holding IBM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Tucker Asset Management's IBM Position: Q1 2026 in Review

Tucker Asset Management sold out of IBM (IBM) in Q1 2026, closing a stake of 742 shares — an estimated $220K sold.

Tucker Asset Management first reported a position in IBM in Q4 2020 and held it in 21 quarters. The position peaked at $285K in Q3 2024. 3,489 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • Tucker Asset Management reported no remaining IBM position as of Q1 2026 after selling out during the quarter.
  • Tucker Asset Management sold 742 IBM shares in Q1 2026, an estimated $220K.
  • Tucker Asset Management first reported a position in IBM in Q4 2020 and held it in 21 quarters.
  • Tucker Asset Management's IBM position peaked at $285K in Q3 2024.
  • 3,489 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Tucker Asset Management's 13F filing for Q1 2026, filed 27 Aug 2026.