WC
IBM icon

Waterloo Capital’s IBM IBM Stock Holding History

Waterloo Capital’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 		$1.67M Sell
6,901
-1,955
-22% -$529K 0.12% 163
2025
Q4 		$2.62M Buy
8,856
+370
+4% +$111K 0.19% 115
2025
Q3 		$2.39M Buy
8,486
+148
+2% +$38.7K 0.18% 128
2025
Q2 		$2.46M Buy
8,338
+3,217
+63% +$829K 0.2% 117
2025
Q1 		$1.27M Buy
5,121
+861
+20% +$211K 0.12% 158
2024
Q4 		$936K Sell
4,260
-1,518
-26% -$338K 0.1% 169
2024
Q3 		$1.28M Buy
5,778
+4,514
+357% +$885K 0.14% 146
2024
Q2 		$219K Sell
1,264
-370
-23% -$64.3K 0.03% 324
2024
Q1 		$312K Sell
1,634
-1,467
-47% -$268K 0.04% 287
2023
Q4 		$507K Buy
+3,101
New +$469K 0.08% 210
2020
Q1 		$281K Buy
+2,654
New +$336K 0.2% 109

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

Waterloo Capital's IBM Position: Q1 2026 in Review

Waterloo Capital reduced its IBM (IBM) stake by 22% in Q1 2026, selling an estimated $529K and leaving 6,901 shares worth $1.67M. The position accounts for 0.12% of the portfolio, ranked #163.

Waterloo Capital first reported a position in IBM in Q1 2020 and has held it in 11 quarters since. The position peaked at $2.62M in Q4 2025. 3,463 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • Waterloo Capital held 6,901 shares of IBM worth $1.67M as of Q1 2026.
  • Waterloo Capital sold 1,955 IBM shares in Q1 2026, an estimated $529K.
  • IBM made up 0.12% of Waterloo Capital's portfolio in Q1 2026, its #163 holding.
  • Waterloo Capital first reported a position in IBM in Q1 2020 and has held it in 11 quarters since.
  • Waterloo Capital's IBM position peaked at $2.62M in Q4 2025.
  • 3,463 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Waterloo Capital's 13F filing for Q1 2026, filed 12 May 2026.