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Clarus Group’s IBM IBM Stock Holding History

Clarus Group’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 		$279K Sell
992
-597
-38% -$150K 0.09% 89
2026
Q1 		$385K Buy
1,589
+10
+0.6% +$2.71K 0.14% 67
2025
Q4 		$468K Buy
1,579
+8
+0.5% +$2.4K 0.17% 58
2025
Q3 		$443K Sell
1,571
-40
-2% -$10.5K 0.15% 62
2025
Q2 		$475K Buy
1,611
+9
+0.6% +$2.32K 0.17% 58
2025
Q1 		$398K Buy
1,602
+60
+4% +$14.7K 0.15% 61
2024
Q4 		$339K Buy
1,542
+10
+0.7% +$2.23K 0.12% 73
2024
Q3 		$339K Sell
1,532
-848
-36% -$166K 0.14% 76
2024
Q2 		$412K Sell
2,380
-110
-4% -$19.1K 0.18% 67
2024
Q1 		$476K Buy
2,490
+507
+26% +$92.5K 0.33% 54
2023
Q4 		$324K Buy
+1,983
New +$300K 0.25% 74

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

Clarus Group's IBM Position: Q2 2026 in Review

Clarus Group reduced its IBM (IBM) stake by 38% in Q2 2026, selling an estimated $150K and leaving 992 shares worth $279K. The position accounts for 0.09% of the portfolio, ranked #89.

Clarus Group first reported a position in IBM in Q4 2023 and has held it in 11 quarters since. The position peaked at $476K in Q1 2024. 3,629 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Clarus Group held 992 shares of IBM worth $279K as of Q2 2026.
  • Clarus Group sold 597 IBM shares in Q2 2026, an estimated $150K.
  • IBM made up 0.09% of Clarus Group's portfolio in Q2 2026, its #89 holding.
  • Clarus Group first reported a position in IBM in Q4 2023 and has held it in 11 quarters since.
  • Clarus Group's IBM position peaked at $476K in Q1 2024.
  • 3,629 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Clarus Group's 13F filing for Q2 2026, filed 24 Jul 2026.