Vise Technologies’s IBM IBM Stock Holding History

Vise Technologies’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	$12.2M	Hold	41,121	–	–	0.24%	75
2025 Q4	$12.2M	Buy	41,121 +10,278	+33%	+$3.08M	0.24%	75
2025 Q3	$8.7M	Sell	30,843 -25,350	-45%	-$6.64M	0.32%	60
2025 Q2	$16.6M	Buy	+56,193	New	+$14.5M	0.68%	23
2024 Q4	$3.93M	Buy	17,898 +3,380	+23%	+$753K	0.33%	56
2024 Q3	$3.21M	Buy	14,518 +1,696	+13%	+$333K	0.41%	53
2024 Q2	$2.22M	Buy	12,822 +34	+0.3%	+$5.91K	0.39%	57
2024 Q1	$2.44M	Sell	12,788 -1,157	-8%	-$211K	0.48%	49
2023 Q4	$2.28M	Sell	13,945 -2,147	-13%	-$324K	0.49%	51
2023 Q3	$2.26M	Buy	16,092 +1,577	+11%	+$224K	0.56%	43
2023 Q2	$1.94M	Buy	14,515 +3,751	+35%	+$484K	0.47%	44
2023 Q1	$1.41M	Buy	10,764 +2,367	+28%	+$317K	0.37%	62
2022 Q4	$1.18M	Sell	8,397 -43	-0.5%	-$5.93K	0.37%	62
2022 Q3	$1M	Sell	8,440 -424	-5%	-$55.6K	0.38%	53
2022 Q2	$1.25M	Buy	8,864 +4,239	+92%	+$572K	0.49%	50
2022 Q1	$601K	Buy	+4,625	New	+$603K	0.23%	107

Other funds holding IBM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Vise Technologies's IBM Position: Q1 2026 in Review

Vise Technologies held its IBM (IBM) position steady in Q1 2026 at 41,121 shares worth $12.2M. The position accounts for 0.24% of the portfolio, ranked #75.

Vise Technologies first reported a position in IBM in Q1 2022 and has held it in 16 quarters since. The position peaked at $16.6M in Q2 2025. 3,462 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

Vise Technologies held 41,121 shares of IBM worth $12.2M as of Q1 2026.
Vise Technologies left its IBM share count unchanged in Q1 2026.
IBM made up 0.24% of Vise Technologies's portfolio in Q1 2026, its #75 holding.
Vise Technologies first reported a position in IBM in Q1 2022 and has held it in 16 quarters since.
Vise Technologies's IBM position peaked at $16.6M in Q2 2025.
3,462 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Vise Technologies's 13F filing for Q1 2026, filed 21 Apr 2026.