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Boreal Capital Management’s IBM IBM Stock Holding History

Boreal 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 		$83.5K Buy
297
+250
+532% +$63K 0.06% 156
2026
Q1 		$11.4K Hold
47
– – 0.01% 315
2025
Q4 		$13.9K Sell
47
-1,800
-97% -$539K 0.01% 306
2025
Q3 		$521K Buy
1,847
+18
+1% +$4.71K 0.42% 64
2025
Q2 		$539K Buy
+1,829
New +$471K 0.45% 55

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

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

Boreal Capital Management increased its IBM (IBM) stake by 532% in Q2 2026, buying an estimated $63K and bringing the position to 297 shares worth $83.5K. The position accounts for 0.06% of the portfolio, ranked #156.

Boreal Capital Management first reported a position in IBM in Q2 2025 and has held it in 5 quarters since. The position peaked at $539K in Q2 2025. 3,618 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Boreal Capital Management held 297 shares of IBM worth $83.5K as of Q2 2026.
  • Boreal Capital Management bought 250 IBM shares in Q2 2026, an estimated $63K.
  • IBM made up 0.06% of Boreal Capital Management's portfolio in Q2 2026, its #156 holding.
  • Boreal Capital Management first reported a position in IBM in Q2 2025 and has held it in 5 quarters since.
  • Boreal Capital Management's IBM position peaked at $539K in Q2 2025.
  • 3,618 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Boreal Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.