Elm Partners Management
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Elm Partners Management’s IBM IBM Stock Holding History

Elm Partners 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 		$2.62M Sell
9,303
-1,073
-10% -$270K 0.08% 54
2026
Q1 		$2.52M Sell
10,376
-402
-4% -$109K 0.09% 49
2025
Q4 		$3.19M Buy
10,778
+403
+4% +$121K 0.12% 46
2025
Q3 		$2.93M Buy
10,375
+915
+10% +$240K 0.12% 45
2025
Q2 		$2.79M Buy
+9,460
New +$2.44M 0.13% 41

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 $1.92T AUM 36.1% 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

Elm Partners Management's IBM Position: Q2 2026 in Review

Elm Partners Management reduced its IBM (IBM) stake by 10% in Q2 2026, selling an estimated $270K and leaving 9,303 shares worth $2.62M. The position accounts for 0.08% of the portfolio, ranked #54.

Elm Partners Management first reported a position in IBM in Q2 2025 and has held it in 5 quarters since. The position peaked at $3.19M in Q4 2025. 3,661 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Elm Partners Management held 9,303 shares of IBM worth $2.62M as of Q2 2026.
  • Elm Partners Management sold 1,073 IBM shares in Q2 2026, an estimated $270K.
  • IBM made up 0.08% of Elm Partners Management's portfolio in Q2 2026, its #54 holding.
  • Elm Partners Management first reported a position in IBM in Q2 2025 and has held it in 5 quarters since.
  • Elm Partners Management's IBM position peaked at $3.19M in Q4 2025.
  • 3,661 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Elm Partners Management's 13F filing for Q2 2026, filed 28 Jul 2026.