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Bellevue Asset Management’s IBM IBM Stock Holding History

Bellevue Asset 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 		$29.5K Hold
104
– – 0.01% 225
2026
Q1 		$25.3K Hold
104
– – 0.01% 227
2025
Q4 		$30.8K Buy
104
+1
+1% +$299 0.01% 206
2025
Q3 		$29.3K Hold
103
– – 0.01% 209
2025
Q2 		$30.5K Buy
103
+1
+1% +$258 0.01% 202
2025
Q1 		$25.6K Hold
102
– – 0.01% 214
2024
Q4 		$22.6K Hold
102
– – 0.01% 228
2024
Q3 		$22.6K Buy
102
+1
+1% +$196 0.01% 223
2024
Q2 		$17.6K Hold
101
– – 0.01% 235
2024
Q1 		$19.3K Buy
101
+1
+1% +$182 0.01% 224
2023
Q4 		$16.5K Sell
100
-20
-17% -$3.02K 0.01% 237
2023
Q3 		$16.9K Buy
120
+1
+0.8% +$142 0.01% 230
2023
Q2 		$16K Buy
119
+1
+0.8% +$129 0.01% 238
2023
Q1 		$15.6K Hold
118
– – 0.01% 242
2022
Q4 		$16.5K Hold
118
– – 0.01% 243
2022
Q3 		$14K Buy
118
+2
+2% +$262 0.01% 260
2022
Q2 		$17K Hold
116
– – 0.01% 254
2022
Q1 		$15K Buy
116
+1
+0.9% +$130 0.01% 283
2021
Q4 		$15K Buy
115
+47
+69% +$5.89K 0.01% 297
2021
Q3 		$9K Hold
68
– – 0.01% 338
2021
Q2 		$9K Sell
68
-167
-71% -$22.8K 0.01% 341
2021
Q1 		$30K Hold
235
– – 0.02% 235
2020
Q4 		$27K Hold
235
– – 0.02% 241
2020
Q3 		$27K Hold
235
– – 0.02% 228
2020
Q2 		$27K Hold
235
– – 0.03% 225
2020
Q1 		$28K Hold
235
– – 0.03% 225
2019
Q4 		$30K Buy
+235
New +$30.5K 0.02% 210

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 $3.38T AUM 44.17% 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

Bellevue Asset Management's IBM Position: Q2 2026 in Review

Bellevue Asset Management held its IBM (IBM) position steady in Q2 2026 at 104 shares worth $29.5K. The position accounts for 0.01% of the portfolio, ranked #225.

Bellevue Asset Management first reported a position in IBM in Q4 2019 and has held it in 27 quarters since. The position peaked at $30.8K in Q4 2025. 3,643 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Bellevue Asset Management held 104 shares of IBM worth $29.5K as of Q2 2026.
  • Bellevue Asset Management left its IBM share count unchanged in Q2 2026.
  • IBM made up 0.01% of Bellevue Asset Management's portfolio in Q2 2026, its #225 holding.
  • Bellevue Asset Management first reported a position in IBM in Q4 2019 and has held it in 27 quarters since.
  • Bellevue Asset Management's IBM position peaked at $30.8K in Q4 2025.
  • 3,643 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Bellevue Asset Management's 13F filing for Q2 2026, filed 4 Aug 2026.