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Costello Asset Management’s IBM IBM Stock Holding History

Costello Asset Management’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 		$242K Buy
859
+107
+14% +$27K 0.07% 107
2026
Q1 		$182K Buy
752
+151
+25% +$40.9K 0.06% 115
2025
Q4 		$178K Sell
601
-41
-6% -$12.3K 0.06% 111
2025
Q3 		$181K Buy
642
+80
+14% +$20.9K 0.06% 114
2025
Q2 		$166K Buy
562
+11
+2% +$2.83K 0.06% 121
2025
Q1 		$137K Buy
551
+471
+589% +$115K 0.06% 125
2024
Q4 		$17.6K Buy
+80
New +$17.8K 0.01% 128
2023
Q2 		– Sell
-100
Closed -$13.1K – 203
2023
Q1 		$13.1K Hold
100
– – 0.01% 140
2022
Q4 		$14.1K Hold
100
– – 0.01% 140
2022
Q3 		$12K Hold
100
– – 0.01% 147
2022
Q2 		$14K Hold
100
– – 0.01% 152
2022
Q1 		$13K Buy
+100
New +$13K 0.01% 164

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

Costello Asset Management's IBM Position: Q2 2026 in Review

Costello Asset Management increased its IBM (IBM) stake by 14% in Q2 2026, buying an estimated $27K and bringing the position to 859 shares worth $242K. The position accounts for 0.07% of the portfolio, ranked #107.

Costello Asset Management first reported a position in IBM in Q1 2022 and has held it in 12 quarters since. 3,629 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Costello Asset Management held 859 shares of IBM worth $242K as of Q2 2026.
  • Costello Asset Management bought 107 IBM shares in Q2 2026, an estimated $27K.
  • IBM made up 0.07% of Costello Asset Management's portfolio in Q2 2026, its #107 holding.
  • Costello Asset Management first reported a position in IBM in Q1 2022 and has held it in 12 quarters since.
  • 3,629 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Costello Asset Management's 13F filing for Q2 2026, filed 28 Jul 2026.