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Broadwater Capital’s IBM IBM Stock Holding History

Broadwater Capital’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 		$1.82M Hold
6,455
– – 1.32% 21
2026
Q1 		$1.91M Hold
6,455
– – 1.43% 19
2025
Q4 		$1.91M Hold
6,455
– – 1.43% 19
2025
Q3 		$1.82M Hold
6,455
– – 1.33% 20
2025
Q2 		$1.9M Hold
6,455
– – 1.48% 20
2025
Q1 		$1.61M Hold
6,455
– – 1.26% 24
2024
Q4 		$1.42M Hold
6,455
– – 1.09% 25
2024
Q3 		$1.43M Hold
6,455
– – 1.05% 24
2024
Q2 		$1.12M Hold
6,455
– – 0.86% 32
2024
Q1 		$1.23M Hold
6,455
– – 0.95% 30
2023
Q4 		$1.06M Buy
+6,455
New +$975K 0.83% 37

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

Broadwater Capital's IBM Position: Q2 2026 in Review

Broadwater Capital held its IBM (IBM) position steady in Q2 2026 at 6,455 shares worth $1.82M. The position accounts for 1.32% of the portfolio, ranked #21.

Broadwater Capital first reported a position in IBM in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.91M in Q1 2026. 3,637 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Broadwater Capital held 6,455 shares of IBM worth $1.82M as of Q2 2026.
  • Broadwater Capital left its IBM share count unchanged in Q2 2026.
  • IBM made up 1.32% of Broadwater Capital's portfolio in Q2 2026, its #21 holding.
  • Broadwater Capital first reported a position in IBM in Q4 2023 and has held it in 11 quarters since.
  • Broadwater Capital's IBM position peaked at $1.91M in Q1 2026.
  • 3,637 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Broadwater Capital's 13F filing for Q2 2026, filed 24 Jul 2026.