DCA
IBM icon

DSG Capital Advisors’s IBM IBM Stock Holding History

DSG Capital 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 		$368K Hold
1,693
– – 0.05% 100
2026
Q1 		$410K Hold
1,693
– – 0.07% 103
2025
Q4 		$504K Hold
1,693
– – 0.08% 96
2025
Q3 		$478K Hold
1,693
– – 0.08% 97
2025
Q2 		$499K Hold
1,693
– – 0.09% 98
2025
Q1 		$421K Hold
1,693
– – 0.09% 99
2024
Q4 		$372K Buy
+1,693
New +$377K 0.07% 98

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

DSG Capital Advisors's IBM Position: Q2 2026 in Review

DSG Capital Advisors held its IBM (IBM) position steady in Q2 2026 at 1,693 shares worth $368K. The position accounts for 0.05% of the portfolio, ranked #100.

DSG Capital Advisors first reported a position in IBM in Q4 2024 and has held it in 7 quarters since. The position peaked at $504K in Q4 2025. 3,643 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • DSG Capital Advisors held 1,693 shares of IBM worth $368K as of Q2 2026.
  • DSG Capital Advisors left its IBM share count unchanged in Q2 2026.
  • IBM made up 0.05% of DSG Capital Advisors's portfolio in Q2 2026, its #100 holding.
  • DSG Capital Advisors first reported a position in IBM in Q4 2024 and has held it in 7 quarters since.
  • DSG Capital Advisors's IBM position peaked at $504K in Q4 2025.
  • 3,643 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on DSG Capital Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.