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Broadleaf Partners’s IBM IBM Stock Holding History

Broadleaf 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 		$256K Sell
912
-2
-0.2% -$504 0.05% 75
2026
Q1 		$222K Sell
914
-2
-0.2% -$541 0.05% 82
2025
Q4 		$271K Sell
916
-2
-0.2% -$599 0.06% 74
2025
Q3 		$259K Buy
918
+50
+6% +$13.1K 0.05% 75
2025
Q2 		$256K Hold
868
– – 0.06% 78
2025
Q1 		$216K Buy
+868
New +$212K 0.06% 77

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

Broadleaf Partners's IBM Position: Q2 2026 in Review

Broadleaf Partners reduced its IBM (IBM) stake by 0.22% in Q2 2026, selling an estimated $504 and leaving 912 shares worth $256K. The position accounts for 0.05% of the portfolio, ranked #75.

Broadleaf Partners first reported a position in IBM in Q1 2025 and has held it in 6 quarters since. The position peaked at $271K in Q4 2025. 3,636 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Broadleaf Partners held 912 shares of IBM worth $256K as of Q2 2026.
  • Broadleaf Partners sold 2 IBM shares in Q2 2026, an estimated $504.
  • IBM made up 0.05% of Broadleaf Partners's portfolio in Q2 2026, its #75 holding.
  • Broadleaf Partners first reported a position in IBM in Q1 2025 and has held it in 6 quarters since.
  • Broadleaf Partners's IBM position peaked at $271K in Q4 2025.
  • 3,636 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Broadleaf Partners's 13F filing for Q2 2026, filed 13 Aug 2026.