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Westerkirk Capital’s IBM IBM Stock Holding History

Westerkirk Capital’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 		$473K Hold
1,953
– – 0.05% 149
2025
Q4 		$578K Sell
1,953
-2,269
-54% -$680K 0.06% 143
2025
Q3 		$1.19M Hold
4,222
– – 0.14% 130
2025
Q2 		$1.24M Buy
+4,222
New +$1.09M 0.15% 126

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

Westerkirk Capital's IBM Position: Q1 2026 in Review

Westerkirk Capital held its IBM (IBM) position steady in Q1 2026 at 1,953 shares worth $473K. The position accounts for 0.05% of the portfolio, ranked #149.

Westerkirk Capital first reported a position in IBM in Q2 2025 and has held it in 4 quarters since. The position peaked at $1.24M in Q2 2025. 3,467 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • Westerkirk Capital held 1,953 shares of IBM worth $473K as of Q1 2026.
  • Westerkirk Capital left its IBM share count unchanged in Q1 2026.
  • IBM made up 0.05% of Westerkirk Capital's portfolio in Q1 2026, its #149 holding.
  • Westerkirk Capital first reported a position in IBM in Q2 2025 and has held it in 4 quarters since.
  • Westerkirk Capital's IBM position peaked at $1.24M in Q2 2025.
  • 3,467 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Westerkirk Capital's 13F filing for Q1 2026, filed 14 May 2026.