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von Borstel & Associates’s IBM IBM Stock Holding History

von Borstel & Associates’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 		$609K Buy
2,514
+31
+1% +$8.39K 0.14% 23
2025
Q4 		$735K Sell
2,483
-2,619
-51% -$784K 0.17% 20
2025
Q3 		$1.58M Buy
5,102
+2,626
+106% +$687K 0.24% 50
2025
Q2 		$623K Buy
2,476
+649
+36% +$167K 0.16% 19
2025
Q1 		$454K Sell
1,827
-23
-1% -$5.63K 0.14% 23
2024
Q4 		$406K Sell
1,850
-44
-2% -$9.8K 0.16% 26
2024
Q3 		$418K Buy
+1,894
New +$371K 0.24% 22

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

von Borstel & Associates's IBM Position: Q1 2026 in Review

von Borstel & Associates increased its IBM (IBM) stake by 1.2% in Q1 2026, buying an estimated $8.39K and bringing the position to 2,514 shares worth $609K. The position accounts for 0.14% of the portfolio, ranked #23.

von Borstel & Associates first reported a position in IBM in Q3 2024 and has held it in 7 quarters since. The position peaked at $1.58M in Q3 2025. 3,463 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • von Borstel & Associates held 2,514 shares of IBM worth $609K as of Q1 2026.
  • von Borstel & Associates bought 31 IBM shares in Q1 2026, an estimated $8.39K.
  • IBM made up 0.14% of von Borstel & Associates's portfolio in Q1 2026, its #23 holding.
  • von Borstel & Associates first reported a position in IBM in Q3 2024 and has held it in 7 quarters since.
  • von Borstel & Associates's IBM position peaked at $1.58M in Q3 2025.
  • 3,463 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on von Borstel & Associates's 13F filing for Q1 2026, filed 12 May 2026.