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Basso Capital Management’s IBM IBM Stock Holding History

Basso Capital 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 		$999K Sell
3,551
-335
-9% -$84.4K 0.21% 64
2026
Q1 		$942K Sell
3,886
-500
-11% -$135K 0.58% 25
2025
Q4 		$1.3M Sell
4,386
-1,489
-25% -$446K 0.77% 25
2025
Q3 		$1.66M Buy
5,875
+2,375
+68% +$622K 1.11% 18
2025
Q2 		$1.03M Buy
3,500
+1,000
+40% +$258K 0.76% 23
2025
Q1 		$622K Buy
+2,500
New +$612K 0.53% 29

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

Basso Capital Management's IBM Position: Q2 2026 in Review

Basso Capital Management reduced its IBM (IBM) stake by 8.6% in Q2 2026, selling an estimated $84.4K and leaving 3,551 shares worth $999K. The position accounts for 0.21% of the portfolio, ranked #64.

Basso Capital Management first reported a position in IBM in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.66M in Q3 2025. 3,629 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Basso Capital Management held 3,551 shares of IBM worth $999K as of Q2 2026.
  • Basso Capital Management sold 335 IBM shares in Q2 2026, an estimated $84.4K.
  • IBM made up 0.21% of Basso Capital Management's portfolio in Q2 2026, its #64 holding.
  • Basso Capital Management first reported a position in IBM in Q1 2025 and has held it in 6 quarters since.
  • Basso Capital Management's IBM position peaked at $1.66M in Q3 2025.
  • 3,629 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Basso Capital Management's 13F filing for Q2 2026, filed 27 Jul 2026.