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Brand Asset Management Group’s IBM IBM Stock Holding History

Brand Asset Management Group’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 		$460K Sell
1,636
-303
-16% -$76.3K 0.1% 127
2026
Q1 		$470K Buy
1,939
+163
+9% +$44.1K 0.12% 104
2025
Q4 		$526K Buy
1,776
+124
+8% +$37.1K 0.15% 86
2025
Q3 		$466K Buy
1,652
+39
+2% +$10.2K 0.13% 92
2025
Q2 		$476K Sell
1,613
-57
-3% -$14.7K 0.18% 54
2025
Q1 		$415K Hold
1,670
– – 0.17% 56
2024
Q4 		$367K Sell
1,670
-63
-4% -$14K 0.15% 61
2024
Q3 		$383K Buy
1,733
+142
+9% +$27.8K 0.15% 63
2024
Q2 		$275K Buy
1,591
+85
+6% +$14.8K 0.12% 67
2024
Q1 		$288K Sell
1,506
-413
-22% -$75.3K 0.12% 65
2023
Q4 		$314K Buy
1,919
+8
+0.4% +$1.21K 0.14% 60
2023
Q3 		$268K Sell
1,911
-333
-15% -$47.4K 0.14% 61
2023
Q2 		$300K Hold
2,244
– – 0.14% 60
2023
Q1 		$294K Hold
2,244
– – 0.15% 60
2022
Q4 		$316K Sell
2,244
-370
-14% -$51K 0.16% 58
2022
Q3 		$311K Buy
2,614
+86
+3% +$11.3K 0.17% 59
2022
Q2 		$357K Buy
+2,528
New +$341K 0.18% 61
2019
Q2 		– Sell
-209
Closed -$28K – 328
2019
Q1 		$28K Hold
209
– – 0.02% 162
2018
Q4 		$23K Hold
209
– – 0.02% 151
2018
Q3 		$30K Hold
209
– – 0.02% 157
2018
Q2 		$28K Buy
+209
New +$29.1K 0.02% 163

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

Brand Asset Management Group's IBM Position: Q2 2026 in Review

Brand Asset Management Group reduced its IBM (IBM) stake by 16% in Q2 2026, selling an estimated $76.3K and leaving 1,636 shares worth $460K. The position accounts for 0.1% of the portfolio, ranked #127.

Brand Asset Management Group first reported a position in IBM in Q2 2018 and has held it in 21 quarters since. The position peaked at $526K in Q4 2025. 3,625 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Brand Asset Management Group held 1,636 shares of IBM worth $460K as of Q2 2026.
  • Brand Asset Management Group sold 303 IBM shares in Q2 2026, an estimated $76.3K.
  • IBM made up 0.1% of Brand Asset Management Group's portfolio in Q2 2026, its #127 holding.
  • Brand Asset Management Group first reported a position in IBM in Q2 2018 and has held it in 21 quarters since.
  • Brand Asset Management Group's IBM position peaked at $526K in Q4 2025.
  • 3,625 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Brand Asset Management Group's 13F filing for Q2 2026, filed 12 Aug 2026.