West Tower Group’s IBM IBM Stock Holding History

West Tower Group’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	$242K	Sell	1,000 -1,000	-50%	-$271K	0.76%	26
2025 Q4	$592K	Buy	2,000 +1,200	+150%	+$359K	1.33%	18
2025 Q3	$226K	Hold	800	–	–	0.65%	36
2025 Q2	$236K	Sell	800 -200	-20%	-$51.5K	0.51%	63
2025 Q1	$249K	Buy	+1,000	New	+$245K	0.65%	53

Other funds holding IBM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

West Tower Group's IBM Position: Q1 2026 in Review

West Tower Group reduced its IBM (IBM) stake by 50% in Q1 2026, selling an estimated $271K and leaving 1,000 shares worth $242K. The position accounts for 0.76% of the portfolio, ranked #26.

West Tower Group first reported a position in IBM in Q1 2025 and has held it in 5 quarters since. The position peaked at $592K in Q4 2025. 3,462 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

West Tower Group held 1,000 shares of IBM worth $242K as of Q1 2026.
West Tower Group sold 1,000 IBM shares in Q1 2026, an estimated $271K.
IBM made up 0.76% of West Tower Group's portfolio in Q1 2026, its #26 holding.
West Tower Group first reported a position in IBM in Q1 2025 and has held it in 5 quarters since.
West Tower Group's IBM position peaked at $592K in Q4 2025.
3,462 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on West Tower Group's 13F filing for Q1 2026, filed 29 Apr 2026.