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Atwater Malick’s IBM IBM Stock Holding History

Atwater Malick’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 		$440K Buy
1,565
+206
+15% +$51.9K 0.1% 82
2026
Q1 		$329K Hold
1,359
– – 0.09% 72
2025
Q4 		$403K Buy
1,359
+355
+35% +$106K 0.11% 61
2025
Q3 		$283K Hold
1,004
– – 0.08% 73
2025
Q2 		$296K Hold
1,004
– – 0.09% 66
2025
Q1 		$250K Hold
1,004
– – 0.08% 70
2024
Q4 		$221K Sell
1,004
-7
-0.7% -$1.56K 0.07% 70
2024
Q3 		$224K Buy
+1,011
New +$198K 0.07% 72
2019
Q4 		– Sell
-84
Closed -$12K – 114
2019
Q3 		$12K Buy
+84
New +$11.3K 0.01% 130

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

Atwater Malick's IBM Position: Q2 2026 in Review

Atwater Malick increased its IBM (IBM) stake by 15% in Q2 2026, buying an estimated $51.9K and bringing the position to 1,565 shares worth $440K. The position accounts for 0.1% of the portfolio, ranked #82.

Atwater Malick first reported a position in IBM in Q3 2019 and has held it in 9 quarters since. 3,629 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Atwater Malick held 1,565 shares of IBM worth $440K as of Q2 2026.
  • Atwater Malick bought 206 IBM shares in Q2 2026, an estimated $51.9K.
  • IBM made up 0.1% of Atwater Malick's portfolio in Q2 2026, its #82 holding.
  • Atwater Malick first reported a position in IBM in Q3 2019 and has held it in 9 quarters since.
  • 3,629 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Atwater Malick's 13F filing for Q2 2026, filed 27 Jul 2026.