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Bosun Asset Management’s IBM IBM Stock Holding History

Bosun 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 		$787K Hold
2,800
– – 0.4% 33
2026
Q1 		$679K Hold
2,800
– – 0.36% 35
2025
Q4 		$829K Hold
2,800
– – 0.4% 32
2025
Q3 		$790K Hold
2,800
– – 0.41% 27
2025
Q2 		$825K Sell
2,800
-324
-10% -$83.5K 0.25% 88
2025
Q1 		$777K Buy
3,124
+105
+3% +$25.7K 0.33% 74
2024
Q4 		$664K Sell
3,019
-156
-5% -$34.7K 0.29% 103
2024
Q3 		$702K Sell
3,175
-25
-0.8% -$4.9K 0.33% 90
2024
Q2 		$553K Sell
3,200
-120
-4% -$20.9K 0.33% 82
2024
Q1 		$634K Buy
3,320
+85
+3% +$15.5K 0.36% 94
2023
Q4 		$529K Buy
3,235
+1,135
+54% +$172K 0.53% 54
2023
Q3 		$295K Hold
2,100
– – 0.32% 66
2023
Q2 		$281K Buy
+2,100
New +$271K 0.28% 69
2022
Q3 		– Sell
-1,953
Closed -$276K – 68
2022
Q2 		$276K Buy
+1,953
New +$264K 0.38% 49

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

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

Bosun Asset Management held its IBM (IBM) position steady in Q2 2026 at 2,800 shares worth $787K. The position accounts for 0.4% of the portfolio, ranked #33.

Bosun Asset Management first reported a position in IBM in Q2 2022 and has held it in 14 quarters since. The position peaked at $829K in Q4 2025. 3,629 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Bosun Asset Management held 2,800 shares of IBM worth $787K as of Q2 2026.
  • Bosun Asset Management left its IBM share count unchanged in Q2 2026.
  • IBM made up 0.4% of Bosun Asset Management's portfolio in Q2 2026, its #33 holding.
  • Bosun Asset Management first reported a position in IBM in Q2 2022 and has held it in 14 quarters since.
  • Bosun Asset Management's IBM position peaked at $829K in Q4 2025.
  • 3,629 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Bosun Asset Management's 13F filing for Q2 2026, filed 10 Aug 2026.