Clear Point Advisors’s IBM IBM Stock Holding History

Clear Point Advisors’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	$221K	Buy	+785	New	+$198K	0.2%	88
2026 Q1	–	Sell	-811	Closed	-$240K	–	97
2025 Q4	$240K	Sell	811 -47	-5%	-$14.1K	0.19%	116
2025 Q3	$242K	Sell	858 -75	-8%	-$19.6K	0.19%	106
2025 Q2	$275K	Buy	933 +45	+5%	+$11.6K	0.23%	98
2025 Q1	$221K	Buy	+888	New	+$217K	0.2%	103
2024 Q4	–	Sell	-876	Closed	-$194K	–	309
2024 Q3	$194K	Hold	876	–	–	0.15%	107
2024 Q2	$152K	Hold	876	–	–	0.12%	117
2024 Q1	$167K	Hold	876	–	–	0.14%	112
2023 Q4	$143K	Buy	+876	New	+$132K	0.13%	118

Other funds holding IBM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Clear Point Advisors's IBM Position: Q2 2026 in Review

Clear Point Advisors opened a new position in IBM (IBM) in Q2 2026: 785 shares worth $221K. The stake represents 0.2% of the portfolio and ranks #88 among its holdings. This is a return to the name: Clear Point Advisors previously reported a position in IBM as recently as Q4 2025.

Clear Point Advisors first reported a position in IBM in Q4 2023 and has held it in 9 quarters since. The position peaked at $275K in Q2 2025. 3,629 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

Clear Point Advisors held 785 shares of IBM worth $221K as of Q2 2026.
IBM was a new Clear Point Advisors position in Q2 2026.
IBM made up 0.2% of Clear Point Advisors's portfolio in Q2 2026, its #88 holding.
Clear Point Advisors first reported a position in IBM in Q4 2023 and has held it in 9 quarters since.
Clear Point Advisors's IBM position peaked at $275K in Q2 2025.
3,629 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Clear Point Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.