WI
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Westbourne Investments’s IBM IBM Stock Holding History

Westbourne 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 		$1.81M Hold
7,463
– – 0.86% 39
2025
Q4 		$2.21M Hold
7,463
– – 1.03% 33
2025
Q3 		$2.29M Sell
7,463
-40
-0.5% -$10.5K 1.1% 33
2025
Q2 		$2.21M Sell
7,503
-600
-7% -$155K 1.18% 25
2025
Q1 		$2.01M Buy
8,103
+600
+8% +$147K 1.22% 25
2024
Q4 		$1.65M Buy
+7,503
New +$1.67M 0.97% 30

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

Westbourne Investments's IBM Position: Q1 2026 in Review

Westbourne Investments held its IBM (IBM) position steady in Q1 2026 at 7,463 shares worth $1.81M. The position accounts for 0.86% of the portfolio, ranked #39.

Westbourne Investments first reported a position in IBM in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.29M in Q3 2025. 3,463 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • Westbourne Investments held 7,463 shares of IBM worth $1.81M as of Q1 2026.
  • Westbourne Investments left its IBM share count unchanged in Q1 2026.
  • IBM made up 0.86% of Westbourne Investments's portfolio in Q1 2026, its #39 holding.
  • Westbourne Investments first reported a position in IBM in Q4 2024 and has held it in 6 quarters since.
  • Westbourne Investments's IBM position peaked at $2.29M in Q3 2025.
  • 3,463 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Westbourne Investments's 13F filing for Q1 2026, filed 15 May 2026.