VHAM
IBM icon

Van Hulzen Asset Management’s IBM IBM Stock Holding History

Van Hulzen 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 		$27.9M Buy
115,282
+1,080
+0.9% +$292K 2.08% 9
2025
Q4 		$33.8M Buy
114,202
+1,552
+1% +$465K 2.48% 6
2025
Q3 		$31.8M Sell
112,650
-412
-0.4% -$108K 2.36% 8
2025
Q2 		$33.3M Sell
113,062
-824
-0.7% -$212K 2.78% 4
2025
Q1 		$28.3M Sell
113,886
-61,869
-35% -$15.1M 2.58% 4
2024
Q4 		$38.6M Sell
175,755
-10,680
-6% -$2.38M 2.82% 4
2024
Q3 		$41.2M Sell
186,435
-74,975
-29% -$14.7M 2.98% 3
2024
Q2 		$45.2M Buy
261,410
+80,905
+45% +$14.1M 3.03% 5
2024
Q1 		$34.5M Buy
180,505
+37,595
+26% +$6.86M 2.28% 6
2023
Q4 		$23.4M Sell
142,910
-36
-0% -$5.44K 1.64% 10
2023
Q3 		$20.1M Buy
142,946
+10,266
+8% +$1.46M 1.54% 15
2023
Q2 		$17.8M Sell
132,680
-68,295
-34% -$8.81M 1.51% 17
2023
Q1 		$26.3M Buy
200,975
+59,105
+42% +$7.91M 2.47% 7
2022
Q4 		$19.9M Buy
141,870
+9,575
+7% +$1.32M 2.3% 7
2022
Q3 		$15.7M Buy
132,295
+12,277
+10% +$1.61M 1.94% 11
2022
Q2 		$16.9M Buy
120,018
+117,650
+4,968% +$15.9M 2.02% 10
2022
Q1 		$308K Sell
2,368
-80
-3% -$10.4K 0.03% 229
2021
Q4 		$327K Buy
2,448
+145
+6% +$18.2K 0.04% 229
2021
Q3 		$306K Buy
2,303
+312
+16% +$41.7K 0.05% 213
2021
Q2 		$279K Sell
1,991
-335
-14% -$45.8K 0.04% 210
2021
Q1 		$296K Sell
2,326
-474
-17% -$56.7K 0.05% 198
2020
Q4 		$337K Sell
2,800
-561
-17% -$64.8K 0.05% 194
2020
Q3 		$391K Buy
3,361
+105
+3% +$12.4K 0.06% 159
2020
Q2 		$376K Sell
3,256
-74,675
-96% -$8.67M 0.06% 161
2020
Q1 		$8.27M Buy
77,931
+4,850
+7% +$613K 1.78% 15
2019
Q4 		$9.37M Sell
73,081
-1,864
-2% -$242K 1.81% 10
2019
Q3 		$10.4M Buy
74,945
+4,036
+6% +$544K 2.2% 7
2019
Q2 		$9.35M Buy
70,909
+14,858
+27% +$1.95M 2.04% 7
2019
Q1 		$7.56M Buy
56,051
+6,222
+12% +$793K 2.04% 12
2018
Q4 		$5.42M Sell
49,829
-10,325
-17% -$1.24M 1.57% 19
2018
Q3 		$8.7M Sell
60,154
-30,945
-34% -$4.32M 2.31% 6
2018
Q2 		$12.2M Sell
91,099
-5,135
-5% -$716K 3.61% 2
2018
Q1 		$14.1M Buy
96,234
+9,317
+11% +$1.41M 4.32% 2
2017
Q4 		$12.7M Buy
86,917
+45,308
+109% +$6.59M 3.88% 2
2017
Q3 		$5.77M Buy
41,609
+35,455
+576% +$4.94M 1.95% 8
2017
Q2 		$905K Buy
6,154
+314
+5% +$47.3K 0.36% 68
2017
Q1 		$972K Sell
5,840
-163
-3% -$27.3K 0.45% 59
2016
Q4 		$953K Buy
6,003
+99
+2% +$15.1K 0.44% 63
2016
Q3 		$897K Sell
5,904
-19,691
-77% -$2.99M 0.49% 56
2016
Q2 		$3.71M Buy
25,595
+1,570
+7% +$225K 2.11% 9
2016
Q1 		$3.48M Buy
24,025
+5,283
+28% +$675K 1.98% 11
2015
Q4 		$2.47M Sell
18,742
-36
-0.2% -$4.84K 1.54% 22
2015
Q3 		$2.6M Sell
18,778
-457
-2% -$67.5K 1.68% 17
2015
Q2 		$2.99M Buy
19,235
+2,337
+14% +$376K 1.61% 16
2015
Q1 		$2.59M Buy
16,898
+9,378
+125% +$1.42M 1.59% 16
2014
Q4 		$1.15M Buy
+7,520
New +$1.2M 0.8% 39
2014
Q2 		– Sell
-4,174
Closed -$768K – 75
2014
Q1 		$768K Buy
4,174
+2
+0% +$352 0.78% 43
2013
Q4 		$748K Buy
+4,172
New +$719K 0.65% 54

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

Van Hulzen Asset Management's IBM Position: Q1 2026 in Review

Van Hulzen Asset Management increased its IBM (IBM) stake by 0.95% in Q1 2026, buying an estimated $292K and bringing the position to 115,282 shares worth $27.9M. The position accounts for 2.08% of the portfolio, ranked #9.

Van Hulzen Asset Management first reported a position in IBM in Q4 2013 and has held it in 48 quarters since. The position peaked at $45.2M in Q2 2024. 3,466 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • Van Hulzen Asset Management held 115,282 shares of IBM worth $27.9M as of Q1 2026.
  • Van Hulzen Asset Management bought 1,080 IBM shares in Q1 2026, an estimated $292K.
  • IBM made up 2.08% of Van Hulzen Asset Management's portfolio in Q1 2026, its #9 holding.
  • Van Hulzen Asset Management first reported a position in IBM in Q4 2013 and has held it in 48 quarters since.
  • Van Hulzen Asset Management's IBM position peaked at $45.2M in Q2 2024.
  • 3,466 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Van Hulzen Asset Management's 13F filing for Q1 2026, filed 14 May 2026.