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Baer Investment Advisory’s IBM IBM Stock Holding History

Baer Investment Advisory’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 		$3.14M Sell
10,956
-1,325
-11% -$334K 2.62% 18
2026
Q1 		$2.98M Buy
12,281
+4,975
+68% +$1.35M 2.97% 15
2025
Q4 		$2.16M Buy
+7,306
New +$2.19M 2.06% 20

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

Baer Investment Advisory's IBM Position: Q2 2026 in Review

Baer Investment Advisory reduced its IBM (IBM) stake by 11% in Q2 2026, selling an estimated $334K and leaving 10,956 shares worth $3.14M. The position accounts for 2.62% of the portfolio, ranked #18.

Baer Investment Advisory first reported a position in IBM in Q4 2025 and has held it in 3 quarters since. 3,614 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Baer Investment Advisory held 10,956 shares of IBM worth $3.14M as of Q2 2026.
  • Baer Investment Advisory sold 1,325 IBM shares in Q2 2026, an estimated $334K.
  • IBM made up 2.62% of Baer Investment Advisory's portfolio in Q2 2026, its #18 holding.
  • Baer Investment Advisory first reported a position in IBM in Q4 2025 and has held it in 3 quarters since.
  • 3,614 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Baer Investment Advisory's 13F filing for Q2 2026, filed 12 Aug 2026.