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Disciplined Investors’s IBM IBM Stock Holding History

Disciplined Investors’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 		$859K Buy
+3,054
New +$769K 0.43% 60
2026
Q1 		– Sell
-752
Closed -$223K – 143
2025
Q4 		$223K Buy
752
+30
+4% +$8.98K 0.15% 116
2025
Q3 		$204K Buy
+722
New +$189K 0.15% 116

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 Investors's IBM Position: Q2 2026 in Review

Disciplined Investors opened a new position in IBM (IBM) in Q2 2026: 3,054 shares worth $859K. The stake represents 0.43% of the portfolio and ranks #60 among its holdings. This is a return to the name: Disciplined Investors previously reported a position in IBM as recently as Q4 2025.

Disciplined Investors first reported a position in IBM in Q3 2025 and has held it in 3 quarters since. 3,643 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Disciplined Investors held 3,054 shares of IBM worth $859K as of Q2 2026.
  • IBM was a new Disciplined Investors position in Q2 2026.
  • IBM made up 0.43% of Disciplined Investors's portfolio in Q2 2026, its #60 holding.
  • Disciplined Investors first reported a position in IBM in Q3 2025 and has held it in 3 quarters since.
  • 3,643 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Disciplined Investors's 13F filing for Q2 2026, filed 11 Aug 2026.