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Berbice Capital Management’s IBM IBM Stock Holding History

Berbice 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 		– Sell
-400
Closed -$97K – 116
2026
Q1 		$97K Buy
400
+200
+100% +$54.1K 0.06% 69
2025
Q4 		$59.2K Buy
200
+50
+33% +$15K 0.04% 80
2025
Q3 		$42.3K Buy
150
+125
+500% +$32.7K 0.03% 100
2025
Q2 		$7.37K Hold
25
– – 0.01% 162
2025
Q1 		$6.22K Buy
+25
New +$6.12K 0.01% 160

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

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

Berbice Capital Management sold out of IBM (IBM) in Q2 2026, closing a stake of 400 shares — an estimated $97K sold.

Berbice Capital Management first reported a position in IBM in Q1 2025 and held it in 5 quarters. The position peaked at $97K in Q1 2026. 3,629 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Berbice Capital Management reported no remaining IBM position as of Q2 2026 after selling out during the quarter.
  • Berbice Capital Management sold 400 IBM shares in Q2 2026, an estimated $97K.
  • Berbice Capital Management first reported a position in IBM in Q1 2025 and held it in 5 quarters.
  • Berbice Capital Management's IBM position peaked at $97K in Q1 2026.
  • 3,629 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Berbice Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.