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Dover Advisors’s IBM IBM Stock Holding History

Dover 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 		$2.29M Sell
7,717
-395
-5% -$99.5K 0.94% 30
2026
Q1 		$1.97M Sell
8,112
-356
-4% -$96.3K 0.81% 35
2025
Q4 		$2.51M Sell
8,468
-60
-0.7% -$18K 0.97% 26
2025
Q3 		$2.41M Buy
8,528
+814
+11% +$213K 0.96% 31
2025
Q2 		$2.27M Sell
7,714
-1,991
-21% -$513K 1% 27
2025
Q1 		$2.41M Buy
9,705
+2,741
+39% +$670K 1.05% 26
2024
Q4 		$1.53M Buy
6,964
+745
+12% +$166K 0.88% 34
2024
Q3 		$1.37M Buy
6,219
+253
+4% +$49.6K 0.78% 40
2024
Q2 		$1.03M Buy
5,966
+4,115
+222% +$715K 0.64% 51
2024
Q1 		$353K Buy
+1,851
New +$338K 0.24% 90
2023
Q2 		– Sell
-1,751
Closed -$230K – 107
2023
Q1 		$230K Buy
+1,751
New +$234K 0.22% 88

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

Dover Advisors's IBM Position: Q2 2026 in Review

Dover Advisors reduced its IBM (IBM) stake by 4.9% in Q2 2026, selling an estimated $99.5K and leaving 7,717 shares worth $2.29M. The position accounts for 0.94% of the portfolio, ranked #30.

Dover Advisors first reported a position in IBM in Q1 2023 and has held it in 11 quarters since. The position peaked at $2.51M in Q4 2025. 3,629 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Dover Advisors held 7,717 shares of IBM worth $2.29M as of Q2 2026.
  • Dover Advisors sold 395 IBM shares in Q2 2026, an estimated $99.5K.
  • IBM made up 0.94% of Dover Advisors's portfolio in Q2 2026, its #30 holding.
  • Dover Advisors first reported a position in IBM in Q1 2023 and has held it in 11 quarters since.
  • Dover Advisors's IBM position peaked at $2.51M in Q4 2025.
  • 3,629 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Dover Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.