Adams Diversified Equity Fund’s IBM IBM Stock Holding History

Adams Diversified Equity Fund’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	$17.4M	Hold	61,900	–	–	0.53%	58
2026 Q1	$15M	Sell	61,900 -26,000	-30%	-$7.04M	0.53%	64
2025 Q4	$26M	Hold	87,900	–	–	0.87%	33
2025 Q3	$24.8M	Sell	87,900 -41,800	-32%	-$10.9M	0.84%	33
2025 Q2	$38.2M	Hold	129,700	–	–	1.37%	16
2025 Q1	$32.3M	Hold	129,700	–	–	1.28%	17
2024 Q4	$28.5M	Buy	+129,700	New	+$28.9M	1.08%	20
2015 Q3	–	Sell	-44,769	Closed	-$6.96M	–	84
2015 Q2	$6.96M	Hold	44,769	–	–	0.46%	74
2015 Q1	$6.87M	Hold	44,769	–	–	0.45%	79
2014 Q4	$6.87M	Hold	44,769	–	–	0.45%	81
2014 Q3	$8.13M	Hold	44,769	–	–	0.54%	74
2014 Q2	$7.76M	Hold	44,769	–	–	0.52%	79
2014 Q1	$8.24M	Sell	44,769 -34,518	-44%	-$6.08M	0.58%	72
2013 Q4	$14.2M	Sell	79,287 -36,610	-32%	-$6.31M	1.01%	42
2013 Q3	$20.5M	Buy	115,897 +6,067	+6%	+$1.1M	1.56%	22
2013 Q2	$20.1M	Buy	+109,830	New	+$21.4M	1.59%	22

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

Adams Diversified Equity Fund's IBM Position: Q2 2026 in Review

Adams Diversified Equity Fund held its IBM (IBM) position steady in Q2 2026 at 61,900 shares worth $17.4M. The position accounts for 0.53% of the portfolio, ranked #58.

Adams Diversified Equity Fund first reported a position in IBM in Q2 2013 and has held it in 16 quarters since. The position peaked at $38.2M in Q2 2025. 3,614 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

Adams Diversified Equity Fund held 61,900 shares of IBM worth $17.4M as of Q2 2026.
Adams Diversified Equity Fund left its IBM share count unchanged in Q2 2026.
IBM made up 0.53% of Adams Diversified Equity Fund's portfolio in Q2 2026, its #58 holding.
Adams Diversified Equity Fund first reported a position in IBM in Q2 2013 and has held it in 16 quarters since.
Adams Diversified Equity Fund's IBM position peaked at $38.2M in Q2 2025.
3,614 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Adams Diversified Equity Fund's 13F filing for Q2 2026, filed 22 Jul 2026.