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Vestmark Advisory Solutions’s IBM IBM Stock Holding History

Vestmark Advisory Solutions’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 		$7.31M Buy
30,171
+9,165
+44% +$2.48M 0.08% 250
2025
Q4 		$6.22M Buy
21,006
+13,296
+172% +$3.98M 0.08% 245
2025
Q3 		$2.18M Buy
7,710
+6,209
+414% +$1.63M 0.04% 386
2025
Q2 		$443K Buy
1,501
+595
+66% +$153K 0.01% 642
2025
Q1 		$225K Buy
+906
New +$222K 0.01% 606
2023
Q3 		– Sell
-15,365
Closed -$2.06M – 632
2023
Q2 		$2.06M Buy
15,365
+517
+3% +$66.7K 0.08% 313
2023
Q1 		$1.95M Buy
14,848
+1,120
+8% +$150K 0.08% 308
2022
Q4 		$1.93M Buy
13,728
+377
+3% +$52K 0.09% 287
2022
Q3 		$1.59M Buy
13,351
+1,342
+11% +$176K 0.09% 296
2022
Q2 		$1.7M Buy
12,009
+2,268
+23% +$306K 0.1% 270
2022
Q1 		$1.27M Buy
9,741
+1,449
+17% +$189K 0.07% 309
2021
Q4 		$1.11M Sell
8,292
-1,398
-14% -$175K 0.06% 341
2021
Q3 		$1.29M Buy
9,690
+3,018
+45% +$403K 0.09% 291
2021
Q2 		$935K Buy
6,672
+81
+1% +$11.1K 0.07% 334
2021
Q1 		$840K Buy
6,591
+3,427
+108% +$410K 0.07% 332
2020
Q4 		$381K Sell
3,164
-87
-3% -$10.1K 0.04% 417
2020
Q3 		$378K Buy
3,251
+89
+3% +$10.5K 0.05% 376
2020
Q2 		$365K Buy
3,162
+835
+36% +$97K 0.06% 363
2020
Q1 		$247K Buy
+2,327
New +$294K 0.05% 408
2019
Q4 		– Sell
-2,056
Closed -$286K – 378
2019
Q3 		$286K Sell
2,056
-224
-10% -$30.2K 0.05% 423
2019
Q2 		$301K Buy
2,280
+217
+11% +$28.5K 0.05% 406
2019
Q1 		$278K Buy
+2,063
New +$263K 0.05% 418

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

Vestmark Advisory Solutions's IBM Position: Q1 2026 in Review

Vestmark Advisory Solutions increased its IBM (IBM) stake by 44% in Q1 2026, buying an estimated $2.48M and bringing the position to 30,171 shares worth $7.31M. The position accounts for 0.08% of the portfolio, ranked #250.

Vestmark Advisory Solutions first reported a position in IBM in Q1 2019 and has held it in 22 quarters since. 3,467 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • Vestmark Advisory Solutions held 30,171 shares of IBM worth $7.31M as of Q1 2026.
  • Vestmark Advisory Solutions bought 9,165 IBM shares in Q1 2026, an estimated $2.48M.
  • IBM made up 0.08% of Vestmark Advisory Solutions's portfolio in Q1 2026, its #250 holding.
  • Vestmark Advisory Solutions first reported a position in IBM in Q1 2019 and has held it in 22 quarters since.
  • 3,467 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Vestmark Advisory Solutions's 13F filing for Q1 2026, filed 15 May 2026.