Wilmington Savings Fund Society’s IBM IBM Stock Holding History

Wilmington Savings Fund Society’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	$20.2M	Buy	83,222 +1,689	+2%	+$457K	0.48%	53
2025 Q4	$24.2M	Sell	81,533 -872	-1%	-$261K	0.57%	46
2025 Q3	$23.3M	Buy	82,405 +2,909	+4%	+$761K	0.56%	44
2025 Q2	$23.4M	Sell	79,496 -6,556	-8%	-$1.69M	0.42%	54
2025 Q1	$21.4M	Sell	86,052 -4,730	-5%	-$1.16M	0.4%	57
2024 Q4	$20M	Sell	90,782 -1,581	-2%	-$352K	0.36%	59
2024 Q3	$20.4M	Buy	92,363 +71,051	+333%	+$13.9M	0.37%	61
2024 Q2	$3.69M	Sell	21,312 -358	-2%	-$62.2K	0.14%	125
2024 Q1	$4.14M	Buy	+21,670	New	+$3.95M	0.16%	125
2023 Q3	$2.96M	Buy	21,114 +797	+4%	+$113K	0.13%	136
2023 Q2	$2.72M	Sell	20,317 -74	-0.4%	-$9.55K	0.11%	144
2023 Q1	$2.67M	Sell	20,391 -691	-3%	-$92.4K	0.12%	140
2022 Q4	$2.97M	Sell	21,082 -356	-2%	-$49.1K	0.13%	140
2022 Q3	$2.55M	Sell	21,438 -518	-2%	-$68K	0.12%	143
2022 Q2	$3.1M	Sell	21,956 -1,467	-6%	-$198K	0.14%	133
2022 Q1	$3.04M	Sell	23,423 -1,230	-5%	-$160K	0.12%	149
2021 Q4	$3.3M	Sell	24,653 -2,845	-10%	-$357K	0.12%	144
2021 Q3	$3.65M	Sell	27,498 -182	-0.7%	-$24.3K	0.14%	135
2021 Q2	$3.88M	Sell	27,680 -1,017	-4%	-$139K	0.15%	133
2021 Q1	$3.66M	Sell	28,697 -734	-2%	-$87.8K	0.15%	132
2020 Q4	$3.54M	Sell	29,431 -2,122	-7%	-$245K	0.15%	133
2020 Q3	$3.67M	Sell	31,553 -1,169	-4%	-$138K	0.17%	127
2020 Q2	$3.78M	Sell	32,722 -417	-1%	-$48.4K	0.19%	125
2020 Q1	$3.51M	Buy	33,139 +2,910	+10%	+$368K	0.21%	117
2019 Q4	$3.87M	Buy	30,229 +991	+3%	+$129K	0.2%	120
2019 Q3	$4.07M	Sell	29,238 -2,983	-9%	-$402K	0.22%	117
2019 Q2	$4.25M	Sell	32,221 -8,847	-22%	-$1.16M	0.23%	118
2019 Q1	$5.54M	Sell	41,068 -2,000	-5%	-$255K	0.3%	108
2018 Q4	$4.68M	Sell	43,068 -2,671	-6%	-$321K	0.28%	111
2018 Q3	$6.61M	Sell	45,739 -1,240	-3%	-$173K	0.35%	103
2018 Q2	$6.28M	Sell	46,979 -1,193	-2%	-$166K	0.35%	102
2018 Q1	$7.07M	Sell	48,172 -398	-0.8%	-$60.2K	0.4%	89
2017 Q4	$7.12M	Sell	48,570 -3,093	-6%	-$450K	0.39%	91
2017 Q3	$7.17M	Sell	51,663 -5,176	-9%	-$721K	0.41%	81
2017 Q2	$8.36M	Sell	56,839 -582	-1%	-$87.7K	0.5%	58
2017 Q1	$9.56M	Buy	57,421 +834	+1%	+$140K	0.58%	51
2016 Q4	$8.98M	Buy	56,587 +270	+0.5%	+$41.1K	0.56%	52
2016 Q3	$8.55M	Sell	56,317 -4,288	-7%	-$651K	0.54%	57
2016 Q2	$8.79M	Sell	60,605 -3,833	-6%	-$549K	0.56%	52
2016 Q1	$9.33M	Sell	64,438 -4,650	-7%	-$594K	0.6%	50
2015 Q4	$9.09M	Sell	69,088 -7,571	-10%	-$1.02M	0.57%	54
2015 Q3	$10.6M	Sell	76,659 -5,127	-6%	-$757K	0.68%	45
2015 Q2	$12.7M	Sell	81,786 -1,950	-2%	-$313K	0.74%	41
2015 Q1	$12.8M	Sell	83,736 -32,322	-28%	-$4.9M	0.73%	43
2014 Q4	$17.8M	Sell	116,058 -8,558	-7%	-$1.36M	1%	27
2014 Q3	$22.6M	Sell	124,616 -2,461	-2%	-$448K	1.28%	14
2014 Q2	$22M	Sell	127,077 -4,187	-3%	-$754K	1.21%	17
2014 Q1	$24.2M	Sell	131,264 -9,196	-7%	-$1.62M	1.35%	12
2013 Q4	$25.2M	Sell	140,460 -16,287	-10%	-$2.81M	1.42%	9
2013 Q3	$27.8M	Sell	156,747 -11	-0%	-$2K	1.71%	5
2013 Q2	$28.6M	Buy	+156,758	New	+$30.5M	1.85%	4

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

Wilmington Savings Fund Society's IBM Position: Q1 2026 in Review

Wilmington Savings Fund Society increased its IBM (IBM) stake by 2.1% in Q1 2026, buying an estimated $457K and bringing the position to 83,222 shares worth $20.2M. The position accounts for 0.48% of the portfolio, ranked #53.

Wilmington Savings Fund Society first reported a position in IBM in Q2 2013 and has held it in 51 quarters since. The position peaked at $28.6M in Q2 2013. 3,463 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

Wilmington Savings Fund Society held 83,222 shares of IBM worth $20.2M as of Q1 2026.
Wilmington Savings Fund Society bought 1,689 IBM shares in Q1 2026, an estimated $457K.
IBM made up 0.48% of Wilmington Savings Fund Society's portfolio in Q1 2026, its #53 holding.
Wilmington Savings Fund Society first reported a position in IBM in Q2 2013 and has held it in 51 quarters since.
Wilmington Savings Fund Society's IBM position peaked at $28.6M in Q2 2013.
3,463 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Wilmington Savings Fund Society's 13F filing for Q1 2026, filed 30 Apr 2026.