AMI Asset Management’s IBM IBM Stock Holding History

AMI 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 Q2	$445K	Buy	1,582 +19	+1%	+$4.79K	0.03%	87
2026 Q1	$379K	Buy	+1,563	New	+$423K	0.02%	85

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

AMI Asset Management's IBM Position: Q2 2026 in Review

AMI Asset Management increased its IBM (IBM) stake by 1.2% in Q2 2026, buying an estimated $4.79K and bringing the position to 1,582 shares worth $445K. The position accounts for 0.03% of the portfolio, ranked #87.

AMI Asset Management first reported a position in IBM in Q1 2026 and has held it in 2 quarters since. 3,629 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

AMI Asset Management held 1,582 shares of IBM worth $445K as of Q2 2026.
AMI Asset Management bought 19 IBM shares in Q2 2026, an estimated $4.79K.
IBM made up 0.03% of AMI Asset Management's portfolio in Q2 2026, its #87 holding.
AMI Asset Management first reported a position in IBM in Q1 2026 and has held it in 2 quarters since.
3,629 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on AMI Asset Management's 13F filing for Q2 2026, filed 21 Jul 2026.