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Detalus Advisors’s IBM IBM Stock Holding History

Detalus 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 		$411K Hold
1,463
– – 0.08% 119
2026
Q1 		$355K Sell
1,463
-6
-0.4% -$1.62K 0.08% 127
2025
Q4 		$435K Sell
1,469
-14
-0.9% -$4.19K 0.11% 106
2025
Q3 		$418K Hold
1,483
– – 0.11% 115
2025
Q2 		$437K Hold
1,483
– – 0.13% 101
2025
Q1 		$369K Buy
1,483
+9
+0.6% +$2.2K 0.12% 105
2024
Q4 		$324K Sell
1,474
-3,338
-69% -$743K 0.11% 107
2024
Q3 		$1.06M Sell
4,812
-4,792
-50% -$940K 0.35% 41
2024
Q2 		$1.66M Sell
9,604
-159
-2% -$27.6K 0.57% 32
2024
Q1 		$1.86M Sell
9,763
-60
-0.6% -$10.9K 0.66% 28
2023
Q4 		$1.61M Sell
9,823
-200
-2% -$30.2K 0.64% 30
2023
Q3 		$1.41M Sell
10,023
-100
-1% -$14.2K 0.66% 30
2023
Q2 		$1.35M Sell
10,123
-399
-4% -$51.5K 0.61% 33
2023
Q1 		$1.38M Sell
10,522
-179
-2% -$23.9K 0.66% 30
2022
Q4 		$1.51M Sell
10,701
-399
-4% -$55K 0.74% 29
2022
Q3 		$1.32M Buy
11,100
+1
+0% +$131 0.79% 24
2022
Q2 		$1.57M Buy
11,099
+251
+2% +$33.9K 0.92% 19
2022
Q1 		$1.41M Buy
10,848
+2,984
+38% +$389K 0.74% 21
2021
Q4 		$1.05M Sell
7,864
-506
-6% -$63.5K 0.5% 32
2021
Q3 		$1.11M Buy
8,370
+2,019
+32% +$270K 0.56% 29
2021
Q2 		$890K Buy
6,351
+1,590
+33% +$217K 0.47% 37
2021
Q1 		$607K Buy
+4,761
New +$570K 0.36% 56

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

Detalus Advisors's IBM Position: Q2 2026 in Review

Detalus Advisors held its IBM (IBM) position steady in Q2 2026 at 1,463 shares worth $411K. The position accounts for 0.08% of the portfolio, ranked #119.

Detalus Advisors first reported a position in IBM in Q1 2021 and has held it in 22 quarters since. The position peaked at $1.86M in Q1 2024. 3,629 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Detalus Advisors held 1,463 shares of IBM worth $411K as of Q2 2026.
  • Detalus Advisors left its IBM share count unchanged in Q2 2026.
  • IBM made up 0.08% of Detalus Advisors's portfolio in Q2 2026, its #119 holding.
  • Detalus Advisors first reported a position in IBM in Q1 2021 and has held it in 22 quarters since.
  • Detalus Advisors's IBM position peaked at $1.86M in Q1 2024.
  • 3,629 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Detalus Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.