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Winthrop Capital Management’s IBM IBM Stock Holding History

Winthrop 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 		$1.42M Sell
5,844
-261
-4% -$70.6K 0.36% 57
2025
Q4 		$1.81M Sell
6,105
-315
-5% -$94.3K 0.42% 48
2025
Q3 		$1.81M Buy
6,420
+68
+1% +$17.8K 0.44% 44
2025
Q2 		$1.87M Buy
6,352
+19
+0.3% +$4.89K 0.47% 45
2025
Q1 		$1.57M Sell
6,333
-33
-0.5% -$8.07K 0.43% 47
2024
Q4 		$1.4M Buy
+6,366
New +$1.42M 0.37% 58
2024
Q1 		– Sell
-6,329
Closed -$1.04M – 202
2023
Q4 		$1.04M Buy
+6,329
New +$956K 0.34% 63

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

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

Winthrop Capital Management reduced its IBM (IBM) stake by 4.3% in Q1 2026, selling an estimated $70.6K and leaving 5,844 shares worth $1.42M. The position accounts for 0.36% of the portfolio, ranked #57.

Winthrop Capital Management first reported a position in IBM in Q4 2023 and has held it in 7 quarters since. The position peaked at $1.87M in Q2 2025. 3,467 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • Winthrop Capital Management held 5,844 shares of IBM worth $1.42M as of Q1 2026.
  • Winthrop Capital Management sold 261 IBM shares in Q1 2026, an estimated $70.6K.
  • IBM made up 0.36% of Winthrop Capital Management's portfolio in Q1 2026, its #57 holding.
  • Winthrop Capital Management first reported a position in IBM in Q4 2023 and has held it in 7 quarters since.
  • Winthrop Capital Management's IBM position peaked at $1.87M in Q2 2025.
  • 3,467 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Winthrop Capital Management's 13F filing for Q1 2026, filed 28 Apr 2026.