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Delta Investment Management’s IBM IBM Stock Holding History

Delta Investment 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 		$1.55M Buy
5,503
+34
+0.6% +$8.57K 0.25% 80
2026
Q1 		$1.33M Sell
5,469
-15
-0.3% -$4.06K 0.24% 76
2025
Q4 		$1.62M Buy
5,484
+234
+4% +$70.1K 0.28% 71
2025
Q3 		$1.48M Sell
5,250
-69
-1% -$18.1K 0.27% 65
2025
Q2 		$1.57M Buy
5,319
+45
+0.9% +$11.6K 0.3% 64
2025
Q1 		$1.31M Buy
5,274
+2
+0% +$489 0.26% 60
2024
Q4 		$1.16M Sell
5,272
-14
-0.3% -$3.12K 0.23% 70
2024
Q3 		$1.17M Sell
5,286
-236
-4% -$46.3K 0.24% 68
2024
Q2 		$955K Buy
5,522
+176
+3% +$30.6K 0.21% 70
2024
Q1 		$1.02M Buy
5,346
+156
+3% +$28.5K 0.23% 69
2023
Q4 		$849K Buy
5,190
+168
+3% +$25.4K 0.21% 67
2023
Q3 		$705K Buy
5,022
+254
+5% +$36.1K 0.2% 70
2023
Q2 		$638K Hold
4,768
– – 0.17% 75
2023
Q1 		$625K Sell
4,768
-244
-5% -$32.6K 0.18% 76
2022
Q4 		$706K Buy
5,012
+17
+0.3% +$2.35K 0.23% 68
2022
Q3 		$593K Buy
4,995
+4
+0.1% +$525 0.26% 71
2022
Q2 		$705K Hold
4,991
– – 0.32% 60
2022
Q1 		$649K Hold
4,991
– – 0.19% 67
2021
Q4 		$667K Sell
4,991
-230
-4% -$28.8K 0.19% 86
2021
Q3 		$693K Hold
5,221
– – 0.22% 82
2021
Q2 		$732K Hold
5,221
– – 0.22% 81
2021
Q1 		$665K Buy
5,221
+9
+0.2% +$1.08K 0.21% 81
2020
Q4 		$627K Hold
5,212
– – 0.2% 89
2020
Q3 		$606K Buy
5,212
+243
+5% +$28.6K 0.33% 51
2020
Q2 		$573K Hold
4,969
– – 0.24% 73
2020
Q1 		$526K Hold
4,969
– – 0.4% 37
2019
Q4 		$636K Buy
+4,969
New +$646K 0.23% 67

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 $3.38T AUM 44.17% 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

Delta Investment Management's IBM Position: Q2 2026 in Review

Delta Investment Management increased its IBM (IBM) stake by 0.62% in Q2 2026, buying an estimated $8.57K and bringing the position to 5,503 shares worth $1.55M. The position accounts for 0.25% of the portfolio, ranked #80.

Delta Investment Management first reported a position in IBM in Q4 2019 and has held it in 27 quarters since. The position peaked at $1.62M in Q4 2025. 3,643 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Delta Investment Management held 5,503 shares of IBM worth $1.55M as of Q2 2026.
  • Delta Investment Management bought 34 IBM shares in Q2 2026, an estimated $8.57K.
  • IBM made up 0.25% of Delta Investment Management's portfolio in Q2 2026, its #80 holding.
  • Delta Investment Management first reported a position in IBM in Q4 2019 and has held it in 27 quarters since.
  • Delta Investment Management's IBM position peaked at $1.62M in Q4 2025.
  • 3,643 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Delta Investment Management's 13F filing for Q2 2026, filed 13 Aug 2026.