ZIM
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Zacks Investment Management’s IBM IBM Stock Holding History

Zacks Investment 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 		$88.9M Sell
366,786
-4,130
-1% -$1.12M 0.71% 37
2025
Q4 		$110M Buy
370,916
+1,033
+0.3% +$309K 0.86% 26
2025
Q3 		$104M Buy
369,883
+1,277
+0.3% +$334K 0.83% 25
2025
Q2 		$109M Buy
368,606
+2,726
+0.7% +$702K 0.93% 24
2025
Q1 		$91M Buy
365,880
+4,590
+1% +$1.12M 0.85% 32
2024
Q4 		$79.4M Sell
361,290
-38,263
-10% -$8.52M 0.74% 36
2024
Q3 		$88.3M Buy
399,553
+116,668
+41% +$22.9M 0.77% 35
2024
Q2 		$48.9M Buy
282,885
+7,453
+3% +$1.3M 0.55% 51
2024
Q1 		$52.6M Buy
275,432
+5,972
+2% +$1.09M 0.56% 50
2023
Q4 		$44.1M Sell
269,460
-15,943
-6% -$2.41M 0.54% 54
2023
Q3 		$40M Sell
285,403
-2,969
-1% -$422K 0.52% 53
2023
Q2 		$38.6M Buy
288,372
+3,345
+1% +$432K 0.48% 59
2023
Q1 		$37.4M Buy
285,027
+7,298
+3% +$976K 0.5% 61
2022
Q4 		$39.1M Buy
277,729
+12,926
+5% +$1.78M 0.55% 54
2022
Q3 		$31.5M Buy
264,803
+8,258
+3% +$1.08M 0.5% 62
2022
Q2 		$36.2M Buy
256,545
+253,280
+7,757% +$34.2M 0.55% 60
2022
Q1 		$425K Sell
3,265
-378
-10% -$49.3K 0.01% 462
2021
Q4 		$487K Sell
3,643
-509
-12% -$63.8K 0.01% 471
2021
Q3 		$551K Sell
4,152
-52
-1% -$6.95K 0.01% 441
2021
Q2 		$589K Sell
4,204
-557
-12% -$76.2K 0.01% 428
2021
Q1 		$607K Sell
4,761
-133,530
-97% -$16M 0.01% 407
2020
Q4 		$16.6M Sell
138,291
-10,211
-7% -$1.18M 0.31% 92
2020
Q3 		$17.3M Buy
148,502
+6,646
+5% +$782K 0.35% 78
2020
Q2 		$16.4M Sell
141,856
-7,207
-5% -$837K 0.36% 78
2020
Q1 		$15.8M Buy
149,063
+1,670
+1% +$211K 0.39% 72
2019
Q4 		$18.9M Sell
147,393
-3,873
-3% -$503K 0.35% 75
2019
Q3 		$21M Buy
151,266
+4,380
+3% +$591K 0.42% 66
2019
Q2 		$19.4M Buy
146,886
+2,629
+2% +$345K 0.4% 68
2019
Q1 		$19.5M Buy
144,257
+11,651
+9% +$1.49M 0.42% 66
2018
Q4 		$14.4M Sell
132,606
-10,345
-7% -$1.24M 0.35% 71
2018
Q3 		$20.7M Sell
142,951
-100
-0.1% -$14K 0.43% 72
2018
Q2 		$19.1M Buy
143,051
+2,795
+2% +$390K 0.42% 73
2018
Q1 		$20.6M Buy
140,256
+3,066
+2% +$464K 0.46% 69
2017
Q4 		$20.1M Buy
137,190
+1,482
+1% +$216K 0.44% 67
2017
Q3 		$18.8M Buy
135,708
+1,799
+1% +$251K 0.44% 69
2017
Q2 		$19.7M Buy
133,909
+2,877
+2% +$434K 0.49% 62
2017
Q1 		$21.8M Buy
131,032
+10,396
+9% +$1.74M 0.55% 57
2016
Q4 		$19.1M Buy
120,636
+1,974
+2% +$301K 0.55% 56
2016
Q3 		$18M Buy
118,662
+9,742
+9% +$1.48M 0.51% 63
2016
Q2 		$15.8M Buy
108,920
+103,589
+1,943% +$14.8M 0.48% 64
2016
Q1 		$772K Buy
5,331
+668
+14% +$85.3K 0.02% 375
2015
Q4 		$614K Buy
4,663
+168
+4% +$22.6K 0.02% 386
2015
Q3 		$623K Sell
4,495
-263
-6% -$38.8K 0.02% 386
2015
Q2 		$740K Sell
4,758
-136
-3% -$21.9K 0.02% 362
2015
Q1 		$751K Sell
4,894
-6,057
-55% -$919K 0.02% 352
2014
Q4 		$1.68M Sell
10,951
-1,250
-10% -$199K 0.05% 195
2014
Q3 		$2.21M Buy
12,201
+6
+0% +$1.09K 0.08% 168
2014
Q2 		$2.11M Sell
12,195
-205
-2% -$36.9K 0.08% 171
2014
Q1 		$2.28M Sell
12,400
-4,389
-26% -$773K 0.08% 169
2013
Q4 		$3.01M Sell
16,789
-64,029
-79% -$11M 0.12% 158
2013
Q3 		$14.3M Sell
80,818
-8,598
-10% -$1.56M 0.62% 44
2013
Q2 		$16.3M Buy
+89,416
New +$17.4M 0.75% 26

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

Zacks Investment Management's IBM Position: Q1 2026 in Review

Zacks Investment Management reduced its IBM (IBM) stake by 1.1% in Q1 2026, selling an estimated $1.12M and leaving 366,786 shares worth $88.9M. The position accounts for 0.71% of the portfolio, ranked #37.

Zacks Investment Management first reported a position in IBM in Q2 2013 and has held it in 52 quarters since. The position peaked at $110M in Q4 2025. 3,463 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • Zacks Investment Management held 366,786 shares of IBM worth $88.9M as of Q1 2026.
  • Zacks Investment Management sold 4,130 IBM shares in Q1 2026, an estimated $1.12M.
  • IBM made up 0.71% of Zacks Investment Management's portfolio in Q1 2026, its #37 holding.
  • Zacks Investment Management first reported a position in IBM in Q2 2013 and has held it in 52 quarters since.
  • Zacks Investment Management's IBM position peaked at $110M in Q4 2025.
  • 3,463 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Zacks Investment Management's 13F filing for Q1 2026, filed 14 May 2026.