DCM
IBM icon

Dorato Capital Management’s IBM IBM Stock Holding History

Dorato Capital 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 		$674K Hold
2,344
– – 0.46% 48
2026
Q1 		$567K Sell
2,344
-17
-0.7% -$4.6K 0.42% 55
2025
Q4 		$730K Buy
+2,361
New +$707K 0.55% 42

Other funds holding IBM

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Universal-Beteiligungs- und Servicegesellschaft
Universal-Beteiligungs- und Servicegesellschaft Frankfurt Am Main, Germany $65.4B AUM 39.83% 1-Year Est. Return

Dorato Capital Management's IBM Position: Q2 2026 in Review

Dorato Capital Management held its IBM (IBM) position steady in Q2 2026 at 2,344 shares worth $674K. The position accounts for 0.46% of the portfolio, ranked #48.

Dorato Capital Management first reported a position in IBM in Q4 2025 and has held it in 3 quarters since. The position peaked at $730K in Q4 2025. 2,289 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Dorato Capital Management held 2,344 shares of IBM worth $674K as of Q2 2026.
  • Dorato Capital Management left its IBM share count unchanged in Q2 2026.
  • IBM made up 0.46% of Dorato Capital Management's portfolio in Q2 2026, its #48 holding.
  • Dorato Capital Management first reported a position in IBM in Q4 2025 and has held it in 3 quarters since.
  • Dorato Capital Management's IBM position peaked at $730K in Q4 2025.
  • 2,289 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Dorato Capital Management's 13F filing for Q2 2026, filed 13 Jul 2026.