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Applied Finance Capital Management’s IBM IBM Stock Holding History

Applied Finance Capital 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 		$30.1M Sell
107,214
-1,011
-0.9% -$255K 2.24% 9
2026
Q1 		$26.2M Sell
108,225
-9,743
-8% -$2.64M 1.97% 12
2025
Q4 		$34.9M Buy
117,968
+2,663
+2% +$798K 2.5% 8
2025
Q3 		$32.5M Sell
115,305
-16,032
-12% -$4.2M 2.31% 9
2025
Q2 		$38.7M Sell
131,337
-26,131
-17% -$6.73M 2.65% 7
2025
Q1 		$39.2M Sell
157,468
-133,486
-46% -$32.7M 2.88% 3
2024
Q4 		$64M Sell
290,954
-52,897
-15% -$11.8M 2.78% 5
2024
Q3 		$76M Buy
343,851
+23,421
+7% +$4.59M 3.25% 2
2024
Q2 		$55.4M Buy
320,430
+70,646
+28% +$12.3M 2.56% 8
2024
Q1 		$47.7M Buy
249,784
+29,116
+13% +$5.31M 3.35% 2
2023
Q4 		$36.1M Buy
220,668
+9,512
+5% +$1.44M 3.14% 3
2023
Q3 		$29.6M Buy
211,156
+25,694
+14% +$3.66M 3.22% 3
2023
Q2 		$24.8M Sell
185,462
-904
-0.5% -$117K 2.81% 8
2023
Q1 		$24.4M Sell
186,366
-13,110
-7% -$1.75M 3.04% 6
2022
Q4 		$28.1M Buy
+199,476
New +$27.5M 3.66% 2

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

Applied Finance Capital Management's IBM Position: Q2 2026 in Review

Applied Finance Capital Management reduced its IBM (IBM) stake by 0.93% in Q2 2026, selling an estimated $255K and leaving 107,214 shares worth $30.1M. The position accounts for 2.24% of the portfolio, ranked #9.

Applied Finance Capital Management first reported a position in IBM in Q4 2022 and has held it in 15 quarters since. The position peaked at $76M in Q3 2024. 3,625 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Applied Finance Capital Management held 107,214 shares of IBM worth $30.1M as of Q2 2026.
  • Applied Finance Capital Management sold 1,011 IBM shares in Q2 2026, an estimated $255K.
  • IBM made up 2.24% of Applied Finance Capital Management's portfolio in Q2 2026, its #9 holding.
  • Applied Finance Capital Management first reported a position in IBM in Q4 2022 and has held it in 15 quarters since.
  • Applied Finance Capital Management's IBM position peaked at $76M in Q3 2024.
  • 3,625 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Applied Finance Capital Management's 13F filing for Q2 2026, filed 28 Jul 2026.