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Waverly Advisors’s IBM IBM Stock Holding History

Waverly Advisors’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 		$14.7M Sell
60,657
-4,053
-6% -$1.1M 0.11% 185
2025
Q4 		$19.2M Buy
64,710
+12,410
+24% +$3.72M 0.16% 132
2025
Q3 		$14.8M Buy
52,300
+5,036
+11% +$1.32M 0.15% 136
2025
Q2 		$13.9M Buy
47,264
+417
+0.9% +$107K 0.15% 135
2025
Q1 		$11.6M Buy
46,847
+4,947
+12% +$1.21M 0.14% 160
2024
Q4 		$9.21M Buy
41,900
+5,718
+16% +$1.27M 0.14% 151
2024
Q3 		$8M Sell
36,182
-1,105
-3% -$217K 0.15% 148
2024
Q2 		$6.45M Buy
37,287
+7,045
+23% +$1.22M 0.13% 154
2024
Q1 		$5.77M Buy
30,242
+11,233
+59% +$2.05M 0.14% 127
2023
Q4 		$3.11M Sell
19,009
-683
-3% -$103K 0.12% 111
2023
Q3 		$2.76M Buy
19,692
+6,397
+48% +$910K 0.12% 112
2023
Q2 		$1.78M Buy
13,295
+1,015
+8% +$131K 0.08% 139
2023
Q1 		$1.61M Buy
12,280
+1,769
+17% +$237K 0.08% 116
2022
Q4 		$1.48M Sell
10,511
-59
-0.6% -$8.14K 0.08% 107
2022
Q3 		$1.26M Buy
10,570
+4,764
+82% +$625K 0.09% 96
2022
Q2 		$820K Buy
5,806
+1,317
+29% +$178K 0.08% 97
2022
Q1 		$583K Buy
4,489
+129
+3% +$16.8K 0.05% 108
2021
Q4 		$579K Sell
4,360
-21
-0.5% -$2.63K 0.05% 107
2021
Q3 		$504K Buy
4,381
+268
+7% +$35.8K 0.04% 121
2021
Q2 		$563K Sell
4,113
-139
-3% -$19K 0.05% 101
2021
Q1 		$585K Buy
4,252
+208
+5% +$24.9K 0.06% 93
2020
Q4 		$467K Sell
4,044
-171
-4% -$19.8K 0.05% 99
2020
Q3 		$450K Sell
4,215
-20
-0.5% -$2.35K 0.06% 90
2020
Q2 		$506K Buy
4,235
+56
+1% +$6.5K 0.07% 84
2020
Q1 		$443K Buy
4,179
+196
+5% +$24.8K 0.07% 82
2019
Q4 		$597K Buy
3,983
+368
+10% +$47.8K 0.08% 78
2019
Q3 		$503K Buy
3,615
+268
+8% +$36.1K 0.07% 80
2019
Q2 		$441K Buy
3,347
+6
+0.2% +$788 0.07% 84
2019
Q1 		$451K Buy
3,341
+216
+7% +$27.5K 0.07% 76
2018
Q4 		$340K Sell
3,125
-6,997
-69% -$840K 0.06% 83
2018
Q3 		$1.46M Buy
10,122
+467
+5% +$65.3K 0.22% 58
2018
Q2 		$1.29M Buy
9,655
+23
+0.2% +$3.21K 0.2% 64
2018
Q1 		$1.41M Buy
9,632
+584
+6% +$88.4K 0.23% 54
2017
Q4 		$1.33M Buy
9,048
+1,402
+18% +$204K 0.19% 77
2017
Q3 		$1.06M Sell
7,646
-262
-3% -$36.5K 0.23% 79
2017
Q2 		$1.16M Buy
7,908
+184
+2% +$27.7K 0.29% 65
2017
Q1 		$1.29M Buy
7,724
+6,261
+428% +$1.05M 0.34% 56
2016
Q4 		$232K Sell
1,463
-189
-11% -$28.8K 0.09% 98
2016
Q3 		$251K Buy
+1,652
New +$251K 0.1% 77
2016
Q1 		– Sell
-6,035
Closed -$794K – 111
2015
Q4 		$794K Buy
6,035
+5,721
+1,822% +$769K 0.35% 34
2015
Q3 		$43K Hold
314
– – 0.03% 155
2015
Q2 		$49K Hold
314
– – 0.03% 142
2015
Q1 		$48K Hold
314
– – 0.02% 128
2014
Q4 		$48K Buy
314
+279
+797% +$44.4K 0.02% 118
2014
Q3 		$6K Sell
35
-2,013
-98% -$367K ﹤0.01% 586
2014
Q2 		$355K Hold
2,048
– – 0.15% 77
2014
Q1 		$377K Sell
2,048
-1,587
-44% -$279K 0.17% 71
2013
Q4 		$652K Sell
3,635
-58
-2% -$10K 0.23% 48
2013
Q3 		$654K Buy
3,693
+204
+6% +$37.1K 0.33% 27
2013
Q2 		$638K Buy
+3,489
New +$679K 0.37% 29

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

Waverly Advisors's IBM Position: Q1 2026 in Review

Waverly Advisors reduced its IBM (IBM) stake by 6.3% in Q1 2026, selling an estimated $1.1M and leaving 60,657 shares worth $14.7M. The position accounts for 0.11% of the portfolio, ranked #185.

Waverly Advisors first reported a position in IBM in Q2 2013 and has held it in 50 quarters since. The position peaked at $19.2M in Q4 2025. 3,462 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • Waverly Advisors held 60,657 shares of IBM worth $14.7M as of Q1 2026.
  • Waverly Advisors sold 4,053 IBM shares in Q1 2026, an estimated $1.1M.
  • IBM made up 0.11% of Waverly Advisors's portfolio in Q1 2026, its #185 holding.
  • Waverly Advisors first reported a position in IBM in Q2 2013 and has held it in 50 quarters since.
  • Waverly Advisors's IBM position peaked at $19.2M in Q4 2025.
  • 3,462 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.