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AXS Investments’s IBM IBM Stock Holding History

AXS Investments’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 		$3.26M Buy
11,594
+262
+2% +$66K 0.92% 16
2026
Q1 		$2.75M Sell
11,332
-1,564
-12% -$423K 1.11% 19
2025
Q4 		$3.82M Sell
12,896
-2
-0% -$599 1.32% 16
2025
Q3 		$3.64M Buy
12,898
+518
+4% +$136K 1.15% 19
2025
Q2 		$3.65M Sell
12,380
-4,638
-27% -$1.19M 1.5% 16
2025
Q1 		$4.23M Sell
17,018
-1,466
-8% -$359K 1.17% 16
2024
Q4 		$4.06M Sell
18,484
-48
-0.3% -$10.7K 1.13% 15
2024
Q3 		$4.1M Sell
18,532
-4,110
-18% -$806K 1.09% 14
2024
Q2 		$3.92M Sell
22,642
-3,795
-14% -$659K 1.09% 15
2024
Q1 		$5.05M Sell
26,437
-249
-0.9% -$45.4K 1.21% 14
2023
Q4 		$4.36M Sell
26,686
-909
-3% -$137K 1.05% 15
2023
Q3 		$3.87M Sell
27,595
-1,502
-5% -$214K 1% 16
2023
Q2 		$3.89M Sell
29,097
-801
-3% -$103K 1.04% 16
2023
Q1 		$3.92M Sell
29,898
-488
-2% -$65.3K 1.3% 14
2022
Q4 		$4.28M Sell
30,386
-6,216
-17% -$857K 1.53% 13
2022
Q3 		$4.35M Sell
36,602
-1,530
-4% -$201K 1.69% 12
2022
Q2 		$5.38M Sell
38,132
-4,069
-10% -$549K 1.91% 10
2022
Q1 		$5.49M Sell
42,201
-5,858
-12% -$764K 2.19% 15
2021
Q4 		$6.42M Buy
+48,059
New +$6.03M 1.52% 15
2021
Q3 		– Sell
-48,204
Closed -$6.75M – 156
2021
Q2 		$6.75M Sell
48,204
-17,470
-27% -$2.39M 2.06% 12
2021
Q1 		$8.37M Buy
+65,674
New +$7.86M 2.97% 3

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

AXS Investments's IBM Position: Q2 2026 in Review

AXS Investments increased its IBM (IBM) stake by 2.3% in Q2 2026, buying an estimated $66K and bringing the position to 11,594 shares worth $3.26M. The position accounts for 0.92% of the portfolio, ranked #16.

AXS Investments first reported a position in IBM in Q1 2021 and has held it in 21 quarters since. The position peaked at $8.37M in Q1 2021. 3,630 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • AXS Investments held 11,594 shares of IBM worth $3.26M as of Q2 2026.
  • AXS Investments bought 262 IBM shares in Q2 2026, an estimated $66K.
  • IBM made up 0.92% of AXS Investments's portfolio in Q2 2026, its #16 holding.
  • AXS Investments first reported a position in IBM in Q1 2021 and has held it in 21 quarters since.
  • AXS Investments's IBM position peaked at $8.37M in Q1 2021.
  • 3,630 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on AXS Investments's 13F filing for Q2 2026, filed 10 Aug 2026.