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US Asset Management LLC’s IBM IBM Stock Holding History

US Asset Management LLC’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 		$531K Sell
2,190
-9
-0.4% -$2.44K 0.46% 59
2025
Q4 		$651K Sell
2,199
-21
-0.9% -$6.29K 0.53% 49
2025
Q3 		$626K Sell
2,220
-10
-0.4% -$2.62K 0.51% 52
2025
Q2 		$657K Sell
2,230
-6
-0.3% -$1.55K 0.57% 47
2025
Q1 		$556K Sell
2,236
-7
-0.3% -$1.71K 0.53% 53
2024
Q4 		$493K Sell
2,243
-52
-2% -$11.6K 0.44% 62
2024
Q3 		$484K Sell
2,295
-30
-1% -$5.88K 0.43% 69
2024
Q2 		$402K Sell
2,325
-95
-4% -$16.5K 0.36% 79
2024
Q1 		$462K Sell
2,420
-49
-2% -$8.94K 0.42% 76
2023
Q4 		$404K Buy
+2,469
New +$373K 0.4% 81
2023
Q2 		$329K Sell
2,455
-100
-4% -$12.9K 0.35% 94
2023
Q1 		$335K Sell
2,555
-13
-0.5% -$1.74K 0.34% 97
2022
Q4 		$362K Buy
+2,568
New +$354K 0.39% 87
2022
Q2 		$363K Buy
2,574
+10
+0.4% +$1.35K 0.4% 79
2022
Q1 		$333K Buy
2,564
+15
+0.6% +$1.96K 0.31% 98
2021
Q4 		$341K Sell
2,549
-490
-16% -$61.5K 0.33% 95
2021
Q3 		$404K Buy
+3,039
New +$406K 0.39% 79

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

US Asset Management LLC's IBM Position: Q1 2026 in Review

US Asset Management LLC reduced its IBM (IBM) stake by 0.41% in Q1 2026, selling an estimated $2.44K and leaving 2,190 shares worth $531K. The position accounts for 0.46% of the portfolio, ranked #59.

US Asset Management LLC first reported a position in IBM in Q3 2021 and has held it in 17 quarters since. The position peaked at $657K in Q2 2025. 3,466 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • US Asset Management LLC held 2,190 shares of IBM worth $531K as of Q1 2026.
  • US Asset Management LLC sold 9 IBM shares in Q1 2026, an estimated $2.44K.
  • IBM made up 0.46% of US Asset Management LLC's portfolio in Q1 2026, its #59 holding.
  • US Asset Management LLC first reported a position in IBM in Q3 2021 and has held it in 17 quarters since.
  • US Asset Management LLC's IBM position peaked at $657K in Q2 2025.
  • 3,466 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on US Asset Management LLC's 13F filing for Q1 2026, filed 10 Jun 2026.