Voleon Capital Management’s IBM IBM Stock Holding History

Voleon 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	$504K	Sell	2,080 -1,289	-38%	-$349K	0.01%	573
2025 Q4	$998K	Sell	3,369 -6,281	-65%	-$1.88M	0.02%	441
2025 Q3	$2.72M	Buy	9,650 +2,507	+35%	+$656K	0.07%	276
2025 Q2	$2.11M	Buy	+7,143	New	+$1.84M	0.12%	171
2021 Q1	–	Sell	-367,146	Closed	-$44.2M	–	16
2020 Q4	$44.2M	Buy	+367,146	New	+$42.4M	4.72%	5
2019 Q4	–	Sell	-149,578	Closed	-$20.8M	–	219
2019 Q3	$20.8M	Buy	149,578 +26,150	+21%	+$3.53M	1.6%	12
2019 Q2	$16.3M	Sell	123,428 -33,472	-21%	-$4.4M	0.93%	28
2019 Q1	$21.2M	Buy	+156,900	New	+$20M	3.41%	13

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

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

Voleon Capital Management reduced its IBM (IBM) stake by 38% in Q1 2026, selling an estimated $349K and leaving 2,080 shares worth $504K. The position accounts for 0.01% of the portfolio, ranked #573.

Voleon Capital Management first reported a position in IBM in Q1 2019 and has held it in 8 quarters since. The position peaked at $44.2M in Q4 2020. 3,463 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

Voleon Capital Management held 2,080 shares of IBM worth $504K as of Q1 2026.
Voleon Capital Management sold 1,289 IBM shares in Q1 2026, an estimated $349K.
IBM made up 0.01% of Voleon Capital Management's portfolio in Q1 2026, its #573 holding.
Voleon Capital Management first reported a position in IBM in Q1 2019 and has held it in 8 quarters since.
Voleon Capital Management's IBM position peaked at $44.2M in Q4 2020.
3,463 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Voleon Capital Management's 13F filing for Q1 2026, filed 15 May 2026.