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Altman Advisors’s IBM IBM Stock Holding History

Altman Advisors’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 		$2.58M Sell
9,157
-79
-0.9% -$19.9K 0.92% 34
2026
Q1 		$2.24M Sell
9,236
-610
-6% -$165K 0.93% 38
2025
Q4 		$2.92M Sell
9,846
-83
-0.8% -$24.9K 1.1% 29
2025
Q3 		$2.8M Buy
9,929
+34
+0.3% +$8.9K 1.07% 30
2025
Q2 		$2.88M Sell
9,895
-168
-2% -$43.3K 1.18% 23
2025
Q1 		$2.43M Sell
10,063
-215
-2% -$52.6K 1.12% 22
2024
Q4 		$2.26M Sell
10,278
-235
-2% -$52.3K 0.96% 31
2024
Q3 		$2.32M Sell
10,513
-20
-0.2% -$3.92K 1.03% 23
2024
Q2 		$1.82M Buy
10,533
+48
+0.5% +$8.34K 1.04% 38
2024
Q1 		$1.99M Buy
10,485
+187
+2% +$34.1K 0.97% 31
2023
Q4 		$1.68M Sell
10,298
-6
-0.1% -$907 0.88% 38
2023
Q3 		$1.45M Buy
+10,304
New +$1.47M 0.9% 40
2023
Q1 		$227K Buy
9,689
+416
+4% +$55.7K 0.21% 65
2022
Q4 		$1.35M Buy
9,273
+198
+2% +$27.3K 0.83% 48
2022
Q3 		$1.08M Sell
9,075
-219
-2% -$28.7K 0.68% 60
2022
Q2 		$1.23M Buy
+9,294
New +$1.25M 0.7% 67
2018
Q3 		– Sell
-26,258
Closed -$1.85M – 78
2018
Q2 		$1.85M Buy
+26,258
New +$3.66M 1.7% 31

Other funds holding IBM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Altman Advisors's IBM Position: Q2 2026 in Review

Altman Advisors reduced its IBM (IBM) stake by 0.86% in Q2 2026, selling an estimated $19.9K and leaving 9,157 shares worth $2.58M. The position accounts for 0.92% of the portfolio, ranked #34.

Altman Advisors first reported a position in IBM in Q2 2018 and has held it in 17 quarters since. The position peaked at $2.92M in Q4 2025. 3,629 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Altman Advisors held 9,157 shares of IBM worth $2.58M as of Q2 2026.
  • Altman Advisors sold 79 IBM shares in Q2 2026, an estimated $19.9K.
  • IBM made up 0.92% of Altman Advisors's portfolio in Q2 2026, its #34 holding.
  • Altman Advisors first reported a position in IBM in Q2 2018 and has held it in 17 quarters since.
  • Altman Advisors's IBM position peaked at $2.92M in Q4 2025.
  • 3,629 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Altman Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.