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Disciplined Investments’s IBM IBM Stock Holding History

Disciplined Investments’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 		$771K Buy
2,741
+74
+3% +$18.6K 0.25% 68
2026
Q1 		$646K Buy
2,667
+1,059
+66% +$287K 0.23% 69
2025
Q4 		$476K Buy
1,608
+551
+52% +$165K 0.18% 84
2025
Q3 		$298K Buy
+1,057
New +$277K 0.12% 104
2023
Q3 		– Sell
-1,551
Closed -$208K – 765
2023
Q2 		$208K Buy
1,551
+1
+0.1% +$129 0.11% 107
2023
Q1 		$203K Buy
1,550
+1,492
+2,572% +$200K 0.09% 127
2022
Q4 		$8.17K Sell
58
-1,870
-97% -$258K ﹤0.01% 337
2022
Q3 		$229K Sell
1,928
-9
-0.5% -$1.18K 0.11% 119
2022
Q2 		$273K Sell
1,937
-248
-11% -$33.5K 0.12% 114
2022
Q1 		$284K Buy
2,185
+12
+0.6% +$1.56K 0.12% 110
2021
Q4 		$290K Buy
2,173
+214
+11% +$26.8K 0.13% 104
2021
Q3 		$260K Hold
1,959
– – 0.13% 107
2021
Q2 		$275K Hold
1,959
– – 0.14% 102
2021
Q1 		$250K Buy
1,959
+1,876
+2,260% +$225K 0.15% 99
2020
Q4 		$10K Hold
83
– – 0.01% 227
2020
Q3 		$10K Sell
83
-1,581
-95% -$186K 0.01% 259
2020
Q2 		$192K Hold
1,664
– – 0.15% 94
2020
Q1 		$176K Buy
1,664
+82
+5% +$10.4K 0.17% 89
2019
Q4 		$203K Buy
+1,582
New +$206K 0.17% 84

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

Disciplined Investments's IBM Position: Q2 2026 in Review

Disciplined Investments increased its IBM (IBM) stake by 2.8% in Q2 2026, buying an estimated $18.6K and bringing the position to 2,741 shares worth $771K. The position accounts for 0.25% of the portfolio, ranked #68.

Disciplined Investments first reported a position in IBM in Q4 2019 and has held it in 19 quarters since. 3,643 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Disciplined Investments held 2,741 shares of IBM worth $771K as of Q2 2026.
  • Disciplined Investments bought 74 IBM shares in Q2 2026, an estimated $18.6K.
  • IBM made up 0.25% of Disciplined Investments's portfolio in Q2 2026, its #68 holding.
  • Disciplined Investments first reported a position in IBM in Q4 2019 and has held it in 19 quarters since.
  • 3,643 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Disciplined Investments's 13F filing for Q2 2026, filed 7 Aug 2026.