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West Family Investments’s IBM IBM Stock Holding History

West Family Investments’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 		$885K Sell
3,653
-1,506
-29% -$407K 0.31% 56
2025
Q4 		$1.53M Sell
5,159
-52
-1% -$15.6K 0.36% 52
2025
Q3 		$1.47M Buy
5,211
+28
+0.5% +$7.33K 0.33% 60
2025
Q2 		$1.53M Buy
5,183
+1,455
+39% +$375K 0.4% 42
2025
Q1 		$927K Buy
3,728
+9
+0.2% +$2.2K 0.35% 58
2024
Q4 		$818K Sell
3,719
-44
-1% -$9.8K 0.28% 70
2024
Q3 		$832K Buy
3,763
+782
+26% +$153K 0.28% 68
2024
Q2 		$516K Sell
2,981
-18
-0.6% -$3.13K 0.15% 106
2024
Q1 		$573K Buy
2,999
+263
+10% +$48K 0.18% 102
2023
Q4 		$447K Buy
2,736
+194
+8% +$29.3K 0.15% 104
2023
Q3 		$357K Buy
2,542
+594
+30% +$84.5K 0.12% 128
2023
Q2 		$261K Buy
+1,948
New +$251K 0.1% 181
2023
Q1 		– Sell
-3,361
Closed -$474K – 245
2022
Q4 		$474K Buy
3,361
+637
+23% +$87.9K 0.16% 107
2022
Q3 		$324K Sell
2,724
-123
-4% -$16.1K 0.13% 143
2022
Q2 		$402K Buy
2,847
+197
+7% +$26.6K 0.16% 113
2022
Q1 		$345K Buy
2,650
+500
+23% +$65.2K 0.1% 167
2021
Q4 		$287K Sell
2,150
-371
-15% -$46.5K 0.08% 215
2021
Q3 		$335K Buy
2,521
+206
+9% +$27.5K 0.09% 199
2021
Q2 		$324K Buy
+2,315
New +$317K 0.09% 213

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

West Family Investments's IBM Position: Q1 2026 in Review

West Family Investments reduced its IBM (IBM) stake by 29% in Q1 2026, selling an estimated $407K and leaving 3,653 shares worth $885K. The position accounts for 0.31% of the portfolio, ranked #56.

West Family Investments first reported a position in IBM in Q2 2021 and has held it in 19 quarters since. The position peaked at $1.53M in Q4 2025. 3,466 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • West Family Investments held 3,653 shares of IBM worth $885K as of Q1 2026.
  • West Family Investments sold 1,506 IBM shares in Q1 2026, an estimated $407K.
  • IBM made up 0.31% of West Family Investments's portfolio in Q1 2026, its #56 holding.
  • West Family Investments first reported a position in IBM in Q2 2021 and has held it in 19 quarters since.
  • West Family Investments's IBM position peaked at $1.53M in Q4 2025.
  • 3,466 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on West Family Investments's 13F filing for Q1 2026, filed 7 May 2026.