Diversified Portfolios Inc’s IBM IBM Stock Holding History

Diversified Portfolios Inc’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	$203K	Buy	+722	New	+$182K	0.01%	198
2026 Q1	–	Sell	-720	Closed	-$213K	–	187
2025 Q4	$213K	Buy	+720	New	+$216K	0.02%	177
2025 Q3	–	Sell	-687	Closed	-$203K	–	169
2025 Q2	$203K	Buy	+687	New	+$177K	0.02%	159
2021 Q4	–	Sell	-1,707	Closed	-$227K	–	139
2021 Q3	$227K	Buy	1,707 +86	+5%	+$11.5K	0.06%	109
2021 Q2	$227K	Sell	1,621 -407	-20%	-$55.7K	0.09%	98
2021 Q1	$258K	Buy	+2,028	New	+$243K	0.08%	88
2015 Q1	–	Sell	-2,388	Closed	-$366K	–	67
2014 Q4	$366K	Buy	+2,388	New	+$380K	0.22%	50

Other funds holding IBM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Diversified Portfolios Inc's IBM Position: Q2 2026 in Review

Diversified Portfolios Inc opened a new position in IBM (IBM) in Q2 2026: 722 shares worth $203K. The stake represents 0.01% of the portfolio and ranks #198 among its holdings. This is a return to the name: Diversified Portfolios Inc previously reported a position in IBM as recently as Q4 2025.

Diversified Portfolios Inc first reported a position in IBM in Q4 2014 and has held it in 7 quarters since. The position peaked at $366K in Q4 2014. 3,633 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

Diversified Portfolios Inc held 722 shares of IBM worth $203K as of Q2 2026.
IBM was a new Diversified Portfolios Inc position in Q2 2026.
IBM made up 0.01% of Diversified Portfolios Inc's portfolio in Q2 2026, its #198 holding.
Diversified Portfolios Inc first reported a position in IBM in Q4 2014 and has held it in 7 quarters since.
Diversified Portfolios Inc's IBM position peaked at $366K in Q4 2014.
3,633 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Diversified Portfolios Inc's 13F filing for Q2 2026, filed 4 Aug 2026.