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Westend Capital Management’s IBM IBM Stock Holding History

Westend Capital Management’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 		$12.4K Hold
51
– – ﹤0.01% 148
2025
Q4 		$15.1K Buy
51
+11
+28% +$3.29K ﹤0.01% 133
2025
Q3 		$11.3K Hold
40
– – ﹤0.01% 133
2025
Q2 		$11.8K Hold
40
– – ﹤0.01% 123
2025
Q1 		$9.95K Hold
40
– – ﹤0.01% 118
2024
Q4 		$8.79K Hold
40
– – ﹤0.01% 128
2024
Q3 		$8.84K Hold
40
– – ﹤0.01% 137
2024
Q2 		$7K Sell
40
-4
-9% -$695 ﹤0.01% 123
2024
Q1 		$8.4K Buy
+44
New +$8.03K ﹤0.01% 136
2016
Q3 		$263K Sell
1,731
-47
-3% -$7.13K 0.37% 54
2016
Q2 		$258K Buy
+1,778
New +$255K 0.37% 54

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

Westend Capital Management's IBM Position: Q1 2026 in Review

Westend Capital Management held its IBM (IBM) position steady in Q1 2026 at 51 shares worth $12.4K. The position accounts for ﹤0.01% of the portfolio, ranked #148.

Westend Capital Management first reported a position in IBM in Q2 2016 and has held it in 11 quarters since. The position peaked at $263K in Q3 2016. 3,462 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • Westend Capital Management held 51 shares of IBM worth $12.4K as of Q1 2026.
  • Westend Capital Management left its IBM share count unchanged in Q1 2026.
  • IBM made up ﹤0.01% of Westend Capital Management's portfolio in Q1 2026, its #148 holding.
  • Westend Capital Management first reported a position in IBM in Q2 2016 and has held it in 11 quarters since.
  • Westend Capital Management's IBM position peaked at $263K in Q3 2016.
  • 3,462 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Westend Capital Management's 13F filing for Q1 2026, filed 14 Apr 2026.