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Athena Investment Management’s IBM IBM Stock Holding History

Athena Investment 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 		$1.56M Sell
5,561
-874
-14% -$220K 0.93% 26
2026
Q1 		$1.56M Hold
6,435
– – 0.81% 28
2025
Q4 		$1.91M Sell
6,435
-15
-0.2% -$4.49K 0.98% 20
2025
Q3 		$1.82M Hold
6,450
– – 0.95% 20
2025
Q2 		$1.9M Sell
6,450
-58
-0.9% -$14.9K 1.06% 16
2025
Q1 		$1.62M Sell
6,508
-165
-2% -$40.4K 0.98% 19
2024
Q4 		$1.47M Sell
6,673
-298
-4% -$66.4K 0.85% 18
2024
Q3 		$1.54M Sell
6,971
-690
-9% -$135K 0.88% 19
2024
Q2 		$1.32M Sell
7,661
-5
-0.1% -$869 0.8% 25
2024
Q1 		$1.46M Sell
7,666
-48
-0.6% -$8.76K 0.88% 20
2023
Q4 		$1.26M Buy
7,714
+14
+0.2% +$2.12K 0.82% 24
2023
Q3 		$1.08M Buy
7,700
+173
+2% +$24.6K 0.77% 29
2023
Q2 		$1.01M Buy
7,527
+45
+0.6% +$5.81K 0.69% 33
2023
Q1 		$981K Sell
7,482
-11
-0.1% -$1.47K 0.71% 34
2022
Q4 		$1.06M Sell
7,493
-164
-2% -$22.6K 0.77% 31
2022
Q3 		$910K Hold
7,657
– – 0.76% 34
2022
Q2 		$1.08M Sell
7,657
-18
-0.2% -$2.43K 0.85% 30
2022
Q1 		$1M Buy
+7,675
New +$1M 0.78% 34

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

Athena Investment Management's IBM Position: Q2 2026 in Review

Athena Investment Management reduced its IBM (IBM) stake by 14% in Q2 2026, selling an estimated $220K and leaving 5,561 shares worth $1.56M. The position accounts for 0.93% of the portfolio, ranked #26.

Athena Investment Management first reported a position in IBM in Q1 2022 and has held it in 18 quarters since. The position peaked at $1.91M in Q4 2025. 3,636 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Athena Investment Management held 5,561 shares of IBM worth $1.56M as of Q2 2026.
  • Athena Investment Management sold 874 IBM shares in Q2 2026, an estimated $220K.
  • IBM made up 0.93% of Athena Investment Management's portfolio in Q2 2026, its #26 holding.
  • Athena Investment Management first reported a position in IBM in Q1 2022 and has held it in 18 quarters since.
  • Athena Investment Management's IBM position peaked at $1.91M in Q4 2025.
  • 3,636 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Athena Investment Management's 13F filing for Q2 2026, filed 6 Aug 2026.