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Burnham & Co’s IBM IBM Stock Holding History

Burnham & Co’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 		$2.26M Buy
+8,047
New +$2.03M 1.82% 16

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

Burnham & Co's IBM Position: Q2 2026 in Review

Burnham & Co opened a new position in IBM (IBM) in Q2 2026: 8,047 shares worth $2.26M. The stake represents 1.82% of the portfolio and ranks #16 among its holdings.

3,577 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Burnham & Co held 8,047 shares of IBM worth $2.26M as of Q2 2026.
  • IBM was a new Burnham & Co position in Q2 2026.
  • IBM made up 1.82% of Burnham & Co's portfolio in Q2 2026, its #16 holding.
  • 3,577 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Burnham & Co's 13F filing for Q2 2026, filed 11 Aug 2026.