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Bouvel Investment Partners’s IBM IBM Stock Holding History

Bouvel Investment Partners’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 		$6.57M Sell
23,371
-115
-0.5% -$29K 1.49% 26
2026
Q1 		$5.69M Buy
23,486
+247
+1% +$66.8K 1.65% 24
2025
Q4 		$6.88M Buy
+23,239
New +$6.96M 1.98% 13
2021
Q1 		– Sell
-68
Closed -$8K – 73
2020
Q4 		$8K Buy
+68
New +$7.86K 0.01% 67

Other funds holding IBM

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
WG
Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return
BHIA
Birch Hill Investment Advisors Boston, Massachusetts $2.47B AUM 20.95% 1-Year Est. Return

Bouvel Investment Partners's IBM Position: Q2 2026 in Review

Bouvel Investment Partners reduced its IBM (IBM) stake by 0.49% in Q2 2026, selling an estimated $29K and leaving 23,371 shares worth $6.57M. The position accounts for 1.49% of the portfolio, ranked #26.

Bouvel Investment Partners first reported a position in IBM in Q4 2020 and has held it in 4 quarters since. The position peaked at $6.88M in Q4 2025. 1,195 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Bouvel Investment Partners held 23,371 shares of IBM worth $6.57M as of Q2 2026.
  • Bouvel Investment Partners sold 115 IBM shares in Q2 2026, an estimated $29K.
  • IBM made up 1.49% of Bouvel Investment Partners's portfolio in Q2 2026, its #26 holding.
  • Bouvel Investment Partners first reported a position in IBM in Q4 2020 and has held it in 4 quarters since.
  • Bouvel Investment Partners's IBM position peaked at $6.88M in Q4 2025.
  • 1,195 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Bouvel Investment Partners's 13F filing for Q2 2026, filed 17 Jul 2026.