Bank of New York Mellon’s IBM IBM Stock Holding History

Bank of New York Mellon’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
2016 Q1	–	Sell	-5,335	Closed	-$702K	–	4253
2015 Q4	$702K	Sell	5,335 -3,347	-39%	-$450K	﹤0.01%	3374
2015 Q3	$1.2M	Buy	8,682 +8,604	+11,031%	+$1.27M	﹤0.01%	3072
2015 Q2	$12K	Buy	78 +62	+388%	+$9.96K	﹤0.01%	4251
2015 Q1	$2K	Buy	+16	New	+$2.43K	﹤0.01%	4233
2014 Q2	–	Sell	-42	Closed	-$8K	–	4204
2014 Q1	$8K	Hold	42	–	–	﹤0.01%	4165
2013 Q4	$8K	Buy	+42	New	+$7.24K	﹤0.01%	4195

Other funds holding IBM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of New York Mellon's IBM Position: Q2 2026 in Review

Bank of New York Mellon increased its IBM (IBM) stake by 29% in Q2 2026, buying an estimated $529M and bringing the position to 9,269,877 shares worth $2.61B. The position accounts for 0.43% of the portfolio, ranked #36.

Bank of New York Mellon first reported a position in IBM in Q2 2013 and has held it in 53 quarters since. The position peaked at $2.94B in Q2 2013. 3,023 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

Bank of New York Mellon held 9,269,877 shares of IBM worth $2.61B as of Q2 2026.
Bank of New York Mellon bought 2,099,174 IBM shares in Q2 2026, an estimated $529M.
IBM made up 0.43% of Bank of New York Mellon's portfolio in Q2 2026, its #36 holding.
Bank of New York Mellon first reported a position in IBM in Q2 2013 and has held it in 53 quarters since.
Bank of New York Mellon's IBM position peaked at $2.94B in Q2 2013.
3,023 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Bank of New York Mellon's 13F filing for Q2 2026, filed 6 Aug 2026.