Betterment LLC’s IBM IBM Stock Holding History

Betterment LLC’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	$480K	Buy	+1,706	New	+$430K	﹤0.01%	492
2026 Q1	–	Sell	-748	Closed	-$222K	–	621
2025 Q4	$222K	Buy	+748	New	+$224K	﹤0.01%	536

Other funds holding IBM

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Betterment LLC's IBM Position: Q2 2026 in Review

Betterment LLC opened a new position in IBM (IBM) in Q2 2026: 1,706 shares worth $480K. The stake represents ﹤0.01% of the portfolio and ranks #492 among its holdings. This is a return to the name: Betterment LLC previously reported a position in IBM as recently as Q4 2025.

Betterment LLC first reported a position in IBM in Q4 2025 and has held it in 2 quarters since. 3,629 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

Betterment LLC held 1,706 shares of IBM worth $480K as of Q2 2026.
IBM was a new Betterment LLC position in Q2 2026.
IBM made up ﹤0.01% of Betterment LLC's portfolio in Q2 2026, its #492 holding.
Betterment LLC first reported a position in IBM in Q4 2025 and has held it in 2 quarters since.
3,629 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Betterment LLC's 13F filing for Q2 2026, filed 14 Aug 2026.