WAM
IBM icon

WNY Asset Management’s IBM IBM Stock Holding History

WNY 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 		$694K Buy
+2,864
New +$775K 0.07% 125
2025
Q3 		$885K Buy
3,137
+1,057
+51% +$277K 0.09% 102
2025
Q2 		$613K Buy
2,080
+134
+7% +$34.5K 0.07% 122
2025
Q1 		$484K Buy
1,946
+121
+7% +$29.6K 0.06% 144
2024
Q4 		$401K Sell
1,825
-695
-28% -$155K 0.05% 145
2024
Q3 		$557K Sell
2,520
-1,949
-44% -$382K 0.07% 139
2024
Q2 		$773K Sell
4,469
-52
-1% -$9.04K 0.1% 109
2024
Q1 		$863K Sell
4,521
-845
-16% -$154K 0.13% 102
2023
Q4 		$878K Buy
5,366
+374
+7% +$56.5K 0.15% 96
2023
Q3 		$700K Sell
4,992
-3,840
-43% -$546K 0.14% 97
2023
Q2 		$1.18M Sell
8,832
-230
-3% -$29.7K 0.25% 65
2023
Q1 		$1.19M Sell
9,062
-175
-2% -$23.4K 0.28% 66
2022
Q4 		$1.3M Sell
9,237
-698
-7% -$96.3K 0.35% 61
2022
Q3 		$1.19M Sell
9,935
-225
-2% -$29.5K 0.43% 55
2022
Q2 		$1.43M Sell
10,160
-325
-3% -$43.9K 0.49% 52
2022
Q1 		$1.37M Sell
10,485
-324
-3% -$42.3K 0.42% 53
2021
Q4 		$1.44M Buy
10,809
+1,354
+14% +$170K 0.43% 50
2021
Q3 		$1.26M Buy
9,455
+2,516
+36% +$336K 0.44% 49
2021
Q2 		$975K Sell
6,939
-17
-0.2% -$2.33K 0.35% 59
2021
Q1 		$885K Buy
6,956
+4,515
+185% +$540K 0.35% 55
2020
Q4 		$295K Buy
+2,441
New +$282K 0.15% 71

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

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

WNY Asset Management opened a new position in IBM (IBM) in Q1 2026: 2,864 shares worth $694K. The stake represents 0.07% of the portfolio and ranks #125 among its holdings. This is a return to the name: WNY Asset Management previously reported a position in IBM as recently as Q3 2025.

WNY Asset Management first reported a position in IBM in Q4 2020 and has held it in 21 quarters since. The position peaked at $1.44M in Q4 2021. 3,463 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • WNY Asset Management held 2,864 shares of IBM worth $694K as of Q1 2026.
  • IBM was a new WNY Asset Management position in Q1 2026.
  • IBM made up 0.07% of WNY Asset Management's portfolio in Q1 2026, its #125 holding.
  • WNY Asset Management first reported a position in IBM in Q4 2020 and has held it in 21 quarters since.
  • WNY Asset Management's IBM position peaked at $1.44M in Q4 2021.
  • 3,463 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on WNY Asset Management's 13F filing for Q1 2026, filed 22 May 2026.