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Callan Family Office’s IBM IBM Stock Holding History

Callan Family Office’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 		$5.81M Buy
20,665
+520
+3% +$131K 0.11% 175
2026
Q1 		$4.88M Sell
20,145
-1,264
-6% -$342K 0.11% 195
2025
Q4 		$6.34M Buy
21,409
+6,254
+41% +$1.87M 0.14% 157
2025
Q3 		$4.28M Sell
15,155
-1,763
-10% -$461K 0.14% 160
2025
Q2 		$4.99M Buy
16,918
+13,935
+467% +$3.59M 0.16% 150
2025
Q1 		$742K Sell
2,983
-5,839
-66% -$1.43M 0.06% 251
2024
Q4 		$1.94M Buy
8,822
+7,589
+615% +$1.69M 0.12% 158
2024
Q3 		$273K Sell
1,233
-58
-4% -$11.4K 0.05% 150
2024
Q2 		$223K Buy
+1,291
New +$224K 0.04% 140

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 $3.38T AUM 44.17% 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

Callan Family Office's IBM Position: Q2 2026 in Review

Callan Family Office increased its IBM (IBM) stake by 2.6% in Q2 2026, buying an estimated $131K and bringing the position to 20,665 shares worth $5.81M. The position accounts for 0.11% of the portfolio, ranked #175.

Callan Family Office first reported a position in IBM in Q2 2024 and has held it in 9 quarters since. The position peaked at $6.34M in Q4 2025. 3,643 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Callan Family Office held 20,665 shares of IBM worth $5.81M as of Q2 2026.
  • Callan Family Office bought 520 IBM shares in Q2 2026, an estimated $131K.
  • IBM made up 0.11% of Callan Family Office's portfolio in Q2 2026, its #175 holding.
  • Callan Family Office first reported a position in IBM in Q2 2024 and has held it in 9 quarters since.
  • Callan Family Office's IBM position peaked at $6.34M in Q4 2025.
  • 3,643 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Callan Family Office's 13F filing for Q2 2026, filed 11 Aug 2026.