3 Factor Indexing’s IBM IBM Stock Holding History

3 Factor Indexing’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 Q2	$72K	Hold	256	–	–	0.06%	85
2026 Q1	$62.1K	Buy	+256	New	+$69.3K	0.06%	82

Other funds holding IBM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

3 Factor Indexing's IBM Position: Q2 2026 in Review

3 Factor Indexing held its IBM (IBM) position steady in Q2 2026 at 256 shares worth $72K. The position accounts for 0.06% of the portfolio, ranked #85.

3 Factor Indexing first reported a position in IBM in Q1 2026 and has held it in 2 quarters since. 3,487 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

3 Factor Indexing held 256 shares of IBM worth $72K as of Q2 2026.
3 Factor Indexing left its IBM share count unchanged in Q2 2026.
IBM made up 0.06% of 3 Factor Indexing's portfolio in Q2 2026, its #85 holding.
3 Factor Indexing first reported a position in IBM in Q1 2026 and has held it in 2 quarters since.
3,487 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on 3 Factor Indexing's 13F filing for Q2 2026, filed 8 Jul 2026.