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Brio Consultants’s IBM IBM Stock Holding History

Brio Consultants’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 		$241K Buy
+856
New +$216K 0.03% 139
2026
Q1 		– Sell
-771
Closed -$228K – 155
2025
Q4 		$228K Sell
771
-194
-20% -$58.1K 0.03% 136
2025
Q3 		$272K Buy
965
+42
+5% +$11K 0.04% 114
2025
Q2 		$272K Buy
923
+73
+9% +$18.8K 0.04% 112
2025
Q1 		$211K Buy
+850
New +$208K 0.03% 110

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

Brio Consultants's IBM Position: Q2 2026 in Review

Brio Consultants opened a new position in IBM (IBM) in Q2 2026: 856 shares worth $241K. The stake represents 0.03% of the portfolio and ranks #139 among its holdings. This is a return to the name: Brio Consultants previously reported a position in IBM as recently as Q4 2025.

Brio Consultants first reported a position in IBM in Q1 2025 and has held it in 5 quarters since. The position peaked at $272K in Q3 2025. 3,632 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Brio Consultants held 856 shares of IBM worth $241K as of Q2 2026.
  • IBM was a new Brio Consultants position in Q2 2026.
  • IBM made up 0.03% of Brio Consultants's portfolio in Q2 2026, its #139 holding.
  • Brio Consultants first reported a position in IBM in Q1 2025 and has held it in 5 quarters since.
  • Brio Consultants's IBM position peaked at $272K in Q3 2025.
  • 3,632 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Brio Consultants's 13F filing for Q2 2026, filed 12 Aug 2026.