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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
2019
Q2 		– Sell
-209
Closed -$352K – 83
2019
Q1 		$352K Buy
+209
New +$26.6K 0.09% 78
2015
Q3 		– Sell
-314
Closed -$293K – 117
2015
Q2 		$293K Hold
314
– – 0.06% 97
2015
Q1 		$309K Hold
314
– – 0.06% 101
2014
Q4 		$377K Buy
+314
New +$50K 0.07% 86

Other funds holding IBM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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. 3,474 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.
  • 3,474 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.