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EdgeRock Capital’s IBM IBM Stock Holding History

EdgeRock Capital’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 		$390K Buy
1,385
+21
+2% +$5.29K 0.09% 88
2026
Q1 		$331K Buy
1,364
+6
+0.4% +$1.62K 0.09% 90
2025
Q4 		$402K Buy
1,358
+349
+35% +$105K 0.11% 83
2025
Q3 		$285K Buy
1,009
+22
+2% +$5.76K 0.08% 97
2025
Q2 		$291K Buy
+987
New +$254K 0.09% 83
2022
Q4 		– Sell
-303
Closed -$36K – 207
2022
Q3 		$36K Buy
+303
New +$39.8K 0.02% 119

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

EdgeRock Capital's IBM Position: Q2 2026 in Review

EdgeRock Capital increased its IBM (IBM) stake by 1.5% in Q2 2026, buying an estimated $5.29K and bringing the position to 1,385 shares worth $390K. The position accounts for 0.09% of the portfolio, ranked #88.

EdgeRock Capital first reported a position in IBM in Q3 2022 and has held it in 6 quarters since. The position peaked at $402K in Q4 2025. 3,629 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • EdgeRock Capital held 1,385 shares of IBM worth $390K as of Q2 2026.
  • EdgeRock Capital bought 21 IBM shares in Q2 2026, an estimated $5.29K.
  • IBM made up 0.09% of EdgeRock Capital's portfolio in Q2 2026, its #88 holding.
  • EdgeRock Capital first reported a position in IBM in Q3 2022 and has held it in 6 quarters since.
  • EdgeRock Capital's IBM position peaked at $402K in Q4 2025.
  • 3,629 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on EdgeRock Capital's 13F filing for Q2 2026, filed 24 Jul 2026.