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Collaborative Fund Advisors’s IBM IBM Stock Holding History

Collaborative Fund 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 		$369K Buy
+1,312
New +$331K 0.21% 154

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

Collaborative Fund Advisors's IBM Position: Q2 2026 in Review

Collaborative Fund Advisors opened a new position in IBM (IBM) in Q2 2026: 1,312 shares worth $369K. The stake represents 0.21% of the portfolio and ranks #154 among its holdings.

3,608 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Collaborative Fund Advisors held 1,312 shares of IBM worth $369K as of Q2 2026.
  • IBM was a new Collaborative Fund Advisors position in Q2 2026.
  • IBM made up 0.21% of Collaborative Fund Advisors's portfolio in Q2 2026, its #154 holding.
  • 3,608 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Collaborative Fund Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.