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Winslow Asset Management’s IBM IBM Stock Holding History

Winslow Asset 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 		$10.5M Buy
43,400
+602
+1% +$163K 2.04% 13
2025
Q4 		$12.7M Sell
42,798
-119
-0.3% -$35.6K 2.34% 12
2025
Q3 		$12.1M Buy
42,917
+31
+0.1% +$8.11K 2.27% 12
2025
Q2 		$12.6M Buy
42,886
+301
+0.7% +$77.5K 2.55% 11
2025
Q1 		$10.6M Sell
42,585
-1,350
-3% -$330K 2.34% 13
2024
Q4 		$9.66M Buy
43,935
+760
+2% +$169K 1.92% 16
2024
Q3 		$9.54M Buy
43,175
+921
+2% +$181K 1.76% 19
2024
Q2 		$7.31M Buy
42,254
+2,003
+5% +$348K 1.44% 24
2024
Q1 		$7.69M Buy
40,251
+86
+0.2% +$15.7K 1.45% 29
2023
Q4 		$6.57M Buy
40,165
+1,771
+5% +$268K 1.34% 33
2023
Q3 		$5.39M Sell
38,394
-494
-1% -$70.3K 1.25% 35
2023
Q2 		$5.2M Sell
38,888
-2,418
-6% -$312K 1.12% 38
2023
Q1 		$5.42M Buy
41,306
+533
+1% +$71.3K 1.26% 35
2022
Q4 		$5.74M Buy
40,773
+3,932
+11% +$542K 1.36% 34
2022
Q3 		$4.38M Sell
36,841
-218
-0.6% -$28.6K 1.14% 38
2022
Q2 		$5.23M Buy
37,059
+1,052
+3% +$142K 1.26% 37
2022
Q1 		$4.68M Sell
36,007
-27
-0.1% -$3.52K 0.92% 44
2021
Q4 		$4.82M Sell
36,034
-4,551
-11% -$571K 0.85% 46
2021
Q3 		$5.39M Buy
40,585
+232
+0.6% +$31K 1.04% 39
2021
Q2 		$5.66M Buy
40,353
+38,145
+1,728% +$5.22M 1.05% 41
2021
Q1 		$281K Buy
+2,208
New +$264K 0.06% 71
2018
Q4 		– Sell
-1,476
Closed -$213K – 86
2018
Q3 		$213K Sell
1,476
-203
-12% -$28.4K 0.04% 85
2018
Q2 		$224K Sell
1,679
-209
-11% -$29.1K 0.04% 85
2018
Q1 		$277K Sell
1,888
-324
-15% -$49K 0.05% 79
2017
Q4 		$324K Sell
2,212
-157
-7% -$22.8K 0.06% 78
2017
Q3 		$329K Sell
2,369
-450
-16% -$62.7K 0.06% 79
2017
Q2 		$415K Sell
2,819
-105
-4% -$15.8K 0.08% 73
2017
Q1 		$487K Hold
2,924
– – 0.1% 72
2016
Q4 		$464K Hold
2,924
– – 0.1% 71
2016
Q3 		$444K Sell
2,924
-732
-20% -$111K 0.1% 72
2016
Q2 		$530K Buy
3,656
+83
+2% +$11.9K 0.12% 70
2016
Q1 		$517K Hold
3,573
– – 0.12% 68
2015
Q4 		$470K Hold
3,573
– – 0.09% 71
2015
Q3 		$495K Hold
3,573
– – 0.1% 68
2015
Q2 		$556K Hold
3,573
– – 0.1% 69
2015
Q1 		$548K Hold
3,573
– – 0.09% 68
2014
Q4 		$548K Hold
3,573
– – 0.09% 69
2014
Q3 		$648K Hold
3,573
– – 0.11% 64
2014
Q2 		$619K Sell
3,573
-23
-0.6% -$4.14K 0.1% 66
2014
Q1 		$662K Buy
3,596
+12
+0.3% +$2.11K 0.12% 65
2013
Q4 		$643K Hold
3,584
– – 0.12% 62
2013
Q3 		$634K Hold
3,584
– – 0.12% 60
2013
Q2 		$655K Buy
+3,584
New +$698K 0.13% 60

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

Winslow Asset Management's IBM Position: Q1 2026 in Review

Winslow Asset Management increased its IBM (IBM) stake by 1.4% in Q1 2026, buying an estimated $163K and bringing the position to 43,400 shares worth $10.5M. The position accounts for 2.04% of the portfolio, ranked #13.

Winslow Asset Management first reported a position in IBM in Q2 2013 and has held it in 43 quarters since. The position peaked at $12.7M in Q4 2025. 3,466 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • Winslow Asset Management held 43,400 shares of IBM worth $10.5M as of Q1 2026.
  • Winslow Asset Management bought 602 IBM shares in Q1 2026, an estimated $163K.
  • IBM made up 2.04% of Winslow Asset Management's portfolio in Q1 2026, its #13 holding.
  • Winslow Asset Management first reported a position in IBM in Q2 2013 and has held it in 43 quarters since.
  • Winslow Asset Management's IBM position peaked at $12.7M in Q4 2025.
  • 3,466 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Winslow Asset Management's 13F filing for Q1 2026, filed 5 May 2026.