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Eldridge Investment Advisors’s IBM IBM Stock Holding History

Eldridge Investment 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 		$737K Hold
2,622
– – 0.15% 84
2026
Q1 		$636K Sell
2,622
-35
-1% -$9.47K 0.14% 86
2025
Q4 		$787K Sell
2,657
-265
-9% -$79.4K 0.17% 82
2025
Q3 		$824K Buy
2,922
+325
+13% +$85.1K 0.19% 80
2025
Q2 		$766K Hold
2,597
– – 0.16% 87
2025
Q1 		$646K Hold
2,597
– – 0.15% 98
2024
Q4 		$571K Hold
2,597
– – 0.13% 103
2024
Q3 		$574K Buy
2,597
+367
+16% +$72K 0.13% 100
2024
Q2 		$386K Buy
2,230
+256
+13% +$44.5K 0.1% 113
2024
Q1 		$377K Hold
1,974
– – 0.1% 117
2023
Q4 		$323K Hold
1,974
– – 0.08% 120
2023
Q3 		$277K Hold
1,974
– – 0.09% 120
2023
Q2 		$264K Sell
1,974
-33
-2% -$4.26K 0.09% 119
2023
Q1 		$263K Buy
2,007
+1
+0% +$134 0.09% 120
2022
Q4 		$283K Hold
2,006
– – 0.1% 110
2022
Q3 		$238K Sell
2,006
-1
-0% -$131 0.09% 116
2022
Q2 		$283K Hold
2,007
– – 0.11% 108
2022
Q1 		$261K Hold
2,007
– – 0.09% 110
2021
Q4 		$268K Sell
2,007
-127
-6% -$15.9K 0.09% 112
2021
Q3 		$283K Hold
2,134
– – 0.1% 102
2021
Q2 		$299K Hold
2,134
– – 0.11% 94
2021
Q1 		$272K Buy
2,134
+157
+8% +$18.8K 0.1% 101
2020
Q4 		$238K Hold
1,977
– – 0.1% 97
2020
Q3 		$230K Hold
1,977
– – 0.11% 93
2020
Q2 		$228K Hold
1,977
– – 0.11% 91
2020
Q1 		$210K Sell
1,977
-628
-24% -$79.4K 0.12% 84
2019
Q4 		$334K Buy
2,605
+79
+3% +$10.3K 0.16% 72
2019
Q3 		$351K Buy
2,526
+758
+43% +$102K 0.18% 65
2019
Q2 		$233K Hold
1,768
– – 0.12% 76
2019
Q1 		$238K Buy
+1,768
New +$225K 0.13% 75

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

Eldridge Investment Advisors's IBM Position: Q2 2026 in Review

Eldridge Investment Advisors held its IBM (IBM) position steady in Q2 2026 at 2,622 shares worth $737K. The position accounts for 0.15% of the portfolio, ranked #84.

Eldridge Investment Advisors first reported a position in IBM in Q1 2019 and has held it in 30 quarters since. The position peaked at $824K in Q3 2025. 3,637 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Eldridge Investment Advisors held 2,622 shares of IBM worth $737K as of Q2 2026.
  • Eldridge Investment Advisors left its IBM share count unchanged in Q2 2026.
  • IBM made up 0.15% of Eldridge Investment Advisors's portfolio in Q2 2026, its #84 holding.
  • Eldridge Investment Advisors first reported a position in IBM in Q1 2019 and has held it in 30 quarters since.
  • Eldridge Investment Advisors's IBM position peaked at $824K in Q3 2025.
  • 3,637 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Eldridge Investment Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.