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Bramshill Investments’s IBM IBM Stock Holding History

Bramshill Investments’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
-2,000
Closed -$485K – 175
2026
Q1 		$485K Buy
+2,000
New +$541K 0.04% 135
2024
Q4 		– Sell
-2,000
Closed -$442K – 143
2024
Q3 		$442K Sell
2,000
-1,479
-43% -$290K 0.05% 106
2024
Q2 		$602K Buy
3,479
+615
+21% +$107K 0.07% 87
2024
Q1 		$547K Sell
2,864
-996
-26% -$182K 0.06% 84
2023
Q4 		$631K Sell
3,860
-2,424
-39% -$366K 0.06% 97
2023
Q3 		$882K Sell
6,284
-14,877
-70% -$2.12M 0.1% 65
2023
Q2 		$2.83M Sell
21,161
-222
-1% -$28.6K 0.26% 36
2023
Q1 		$2.8M Buy
21,383
+418
+2% +$55.9K 0.34% 40
2022
Q4 		$2.95M Sell
20,965
-352
-2% -$48.6K 0.35% 42
2022
Q3 		$2.53M Buy
21,317
+787
+4% +$103K 0.36% 41
2022
Q2 		$2.9M Buy
20,530
+365
+2% +$49.3K 0.35% 34
2022
Q1 		$2.62M Buy
20,165
+4,384
+28% +$572K 0.36% 41
2021
Q4 		$2.11M Sell
15,781
-64
-0.4% -$8.03K 0.21% 43
2021
Q3 		$2.1M Buy
+15,845
New +$2.12M 0.18% 48
2020
Q2 		– Sell
-11,289
Closed -$1.2M – 138
2020
Q1 		$1.2M Sell
11,289
-53
-0.5% -$6.7K 0.23% 50
2019
Q4 		$1.45M Buy
+11,342
New +$1.47M 0.3% 44

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

Bramshill Investments's IBM Position: Q2 2026 in Review

Bramshill Investments sold out of IBM (IBM) in Q2 2026, closing a stake of 2,000 shares — an estimated $485K sold.

Bramshill Investments first reported a position in IBM in Q4 2019 and held it in 16 quarters. The position peaked at $2.95M in Q4 2022. 3,637 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Bramshill Investments reported no remaining IBM position as of Q2 2026 after selling out during the quarter.
  • Bramshill Investments sold 2,000 IBM shares in Q2 2026, an estimated $485K.
  • Bramshill Investments first reported a position in IBM in Q4 2019 and held it in 16 quarters.
  • Bramshill Investments's IBM position peaked at $2.95M in Q4 2022.
  • 3,637 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Bramshill Investments's 13F filing for Q2 2026, filed 14 Aug 2026.