VCM
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Vivaldi Capital Management’s IBM IBM Stock Holding History

Vivaldi Capital 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 		$260K Sell
1,071
-52
-5% -$14.1K 0.04% 240
2025
Q4 		$333K Buy
1,123
+20
+2% +$5.99K 0.05% 203
2025
Q3 		$311K Buy
1,103
+86
+8% +$22.5K 0.04% 216
2025
Q2 		$300K Buy
1,017
+106
+12% +$27.3K 0.05% 223
2025
Q1 		$227K Buy
+911
New +$223K 0.04% 245
2023
Q1 		– Sell
-2,693
Closed -$387K – 228
2022
Q4 		$387K Buy
2,693
+68
+3% +$9.38K 0.1% 159
2022
Q3 		$312K Buy
2,625
+7
+0.3% +$919 0.08% 156
2022
Q2 		$370K Buy
2,618
+1,096
+72% +$148K 0.1% 148
2022
Q1 		$203K Buy
+1,522
New +$198K 0.05% 200
2021
Q3 		– Sell
-1,501
Closed -$205K – 343
2021
Q2 		$205K Sell
1,501
-31
-2% -$4.24K 0.04% 227
2021
Q1 		$212K Sell
1,532
-293
-16% -$35.1K 0.04% 222
2020
Q4 		$220K Sell
1,825
-198
-10% -$22.9K 0.05% 215
2020
Q3 		$226K Sell
2,023
-485
-19% -$57.1K 0.05% 224
2020
Q2 		$304K Sell
2,508
-844
-25% -$98K 0.06% 193
2020
Q1 		$356K Sell
3,352
-484
-13% -$61.2K 0.08% 141
2019
Q4 		$492K Sell
3,836
-115
-3% -$14.9K 0.12% 125
2019
Q3 		$549K Sell
3,951
-97
-2% -$13.1K 0.13% 118
2019
Q2 		$534K Buy
+4,048
New +$532K 0.14% 131

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

Vivaldi Capital Management's IBM Position: Q1 2026 in Review

Vivaldi Capital Management reduced its IBM (IBM) stake by 4.6% in Q1 2026, selling an estimated $14.1K and leaving 1,071 shares worth $260K. The position accounts for 0.04% of the portfolio, ranked #240.

Vivaldi Capital Management first reported a position in IBM in Q2 2019 and has held it in 18 quarters since. The position peaked at $549K in Q3 2019. 3,466 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • Vivaldi Capital Management held 1,071 shares of IBM worth $260K as of Q1 2026.
  • Vivaldi Capital Management sold 52 IBM shares in Q1 2026, an estimated $14.1K.
  • IBM made up 0.04% of Vivaldi Capital Management's portfolio in Q1 2026, its #240 holding.
  • Vivaldi Capital Management first reported a position in IBM in Q2 2019 and has held it in 18 quarters since.
  • Vivaldi Capital Management's IBM position peaked at $549K in Q3 2019.
  • 3,466 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Vivaldi Capital Management's 13F filing for Q1 2026, filed 14 May 2026.