Covestor
IBM icon

Covestor’s IBM IBM Stock Holding History

Covestor’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
Q3 		$125K Sell
567
-95
-14% -$22.6K 0.08% 247
2026
Q2 		$186K Buy
662
+157
+31% +$39.6K 0.11% 141
2026
Q1 		$123K Sell
505
-52
-9% -$14.1K 0.09% 208
2025
Q4 		$165K Buy
557
+28
+5% +$8.39K 0.09% 293
2025
Q3 		$149K Sell
529
-187
-26% -$48.9K 0.08% 342
2025
Q2 		$211K Sell
716
-308
-30% -$79.4K 0.12% 157
2025
Q1 		$255K Sell
1,024
-128
-11% -$31.3K 0.17% 81
2024
Q4 		$254K Sell
1,152
-122
-10% -$27.2K 0.16% 93
2024
Q3 		$281K Sell
1,274
-10
-0.8% -$1.96K 0.18% 75
2024
Q2 		$223K Buy
1,284
+67
+6% +$11.6K 0.14% 132
2024
Q1 		$232K Buy
1,217
+248
+26% +$45.2K 0.15% 117
2023
Q4 		$159K Sell
969
-43
-4% -$6.5K 0.11% 235
2023
Q3 		$142K Sell
1,012
-49
-5% -$6.97K 0.11% 244
2023
Q2 		$142K Buy
1,061
+134
+14% +$17.3K 0.11% 259
2023
Q1 		$122K Sell
927
-123
-12% -$16.5K 0.11% 278
2022
Q4 		$148K Sell
1,050
-408
-28% -$56.3K 0.12% 220
2022
Q3 		$173K Buy
1,458
+696
+91% +$91.3K 0.15% 108
2022
Q2 		$108K Sell
762
-155
-17% -$20.9K 0.09% 373
2022
Q1 		$119K Sell
917
-85
-8% -$11.1K 0.08% 398
2021
Q4 		$134K Buy
+1,002
New +$126K 0.19% 70

Other funds holding IBM

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Covestor's IBM Position: Q3 2026 in Review

Covestor reduced its IBM (IBM) stake by 14% in Q3 2026, selling an estimated $22.6K and leaving 567 shares worth $125K. The position accounts for 0.08% of the portfolio, ranked #247.

Covestor first reported a position in IBM in Q4 2021 and has held it in 20 quarters since. The position peaked at $281K in Q3 2024. 3,037 funds tracked by Wall St. Rank hold IBM as of Q3 2026.

  • Covestor held 567 shares of IBM worth $125K as of Q3 2026.
  • Covestor sold 95 IBM shares in Q3 2026, an estimated $22.6K.
  • IBM made up 0.08% of Covestor's portfolio in Q3 2026, its #247 holding.
  • Covestor first reported a position in IBM in Q4 2021 and has held it in 20 quarters since.
  • Covestor's IBM position peaked at $281K in Q3 2024.
  • 3,037 funds tracked by Wall St. Rank held IBM as of Q3 2026.

Based on Covestor's 13F filing for Q3 2026, filed 30 Oct 2026.