Aristotle Atlantic Partners’s IBM IBM Stock Holding History

Aristotle Atlantic Partners’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	$675K	Hold	2,400	–	–	0.03%	95
2026 Q1	$582K	Hold	2,400	–	–	0.03%	96
2025 Q4	$711K	Hold	2,400	–	–	0.03%	82
2025 Q3	$677K	Hold	2,400	–	–	0.02%	80
2025 Q2	$707K	Hold	2,400	–	–	0.02%	79
2025 Q1	$597K	Hold	2,400	–	–	0.02%	80
2024 Q4	$528K	Hold	2,400	–	–	0.02%	82
2024 Q3	$531K	Hold	2,400	–	–	0.02%	83
2024 Q2	$415K	Hold	2,400	–	–	0.01%	86
2024 Q1	$458K	Hold	2,400	–	–	0.02%	83
2023 Q4	$393K	Hold	2,400	–	–	0.01%	89
2023 Q3	$337K	Hold	2,400	–	–	0.01%	90
2023 Q2	$321K	Hold	2,400	–	–	0.01%	93
2023 Q1	$315K	Hold	2,400	–	–	0.02%	94
2022 Q4	$338K	Hold	2,400	–	–	0.02%	92
2022 Q3	$285K	Hold	2,400	–	–	0.02%	91
2022 Q2	$339K	Hold	2,400	–	–	0.03%	93
2022 Q1	$312K	Hold	2,400	–	–	0.02%	93
2021 Q4	$321K	Sell	2,400 -110	-4%	-$13.8K	0.02%	96
2021 Q3	$333K	Hold	2,510	–	–	0.02%	90
2021 Q2	$352K	Hold	2,510	–	–	0.02%	94
2021 Q1	$320K	Hold	2,510	–	–	0.02%	92
2020 Q4	$302K	Hold	2,510	–	–	0.02%	92
2020 Q3	$292K	Hold	2,510	–	–	0.03%	87
2020 Q2	$290K	Hold	2,510	–	–	0.03%	87
2020 Q1	$266K	Hold	2,510	–	–	0.04%	87
2019 Q4	$322K	Hold	2,510	–	–	0.04%	84
2019 Q3	$349K	Hold	2,510	–	–	0.1%	80
2019 Q2	$331K	Buy	+2,510	New	+$330K	0.1%	80

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

Aristotle Atlantic Partners's IBM Position: Q2 2026 in Review

Aristotle Atlantic Partners held its IBM (IBM) position steady in Q2 2026 at 2,400 shares worth $675K. The position accounts for 0.03% of the portfolio, ranked #95.

Aristotle Atlantic Partners first reported a position in IBM in Q2 2019 and has held it in 29 quarters since. The position peaked at $711K in Q4 2025. 3,628 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

Aristotle Atlantic Partners held 2,400 shares of IBM worth $675K as of Q2 2026.
Aristotle Atlantic Partners left its IBM share count unchanged in Q2 2026.
IBM made up 0.03% of Aristotle Atlantic Partners's portfolio in Q2 2026, its #95 holding.
Aristotle Atlantic Partners first reported a position in IBM in Q2 2019 and has held it in 29 quarters since.
Aristotle Atlantic Partners's IBM position peaked at $711K in Q4 2025.
3,628 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Aristotle Atlantic Partners's 13F filing for Q2 2026, filed 14 Aug 2026.