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Emerald Advisors’s IBM IBM Stock Holding History

Emerald 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 		$350K Buy
1,245
+88
+8% +$22.2K 0.04% 96
2026
Q1 		$281K Buy
1,157
+99
+9% +$26.8K 0.03% 99
2025
Q4 		$314K Buy
+1,058
New +$317K 0.04% 90
2025
Q3 		– Sell
-769
Closed -$227K – 104
2025
Q2 		$227K Buy
+769
New +$198K 0.03% 95
2023
Q3 		– Sell
-4,044
Closed -$541K – 82
2023
Q2 		$541K Sell
4,044
-390
-9% -$50.3K 0.13% 46
2023
Q1 		$581K Sell
4,434
-170
-4% -$22.7K 0.15% 40
2022
Q4 		$649K Sell
4,604
-363
-7% -$50.1K 0.18% 34
2022
Q3 		$590K Buy
4,967
+163
+3% +$21.4K 0.17% 38
2022
Q2 		$678K Sell
4,804
-318
-6% -$42.9K 0.19% 37
2022
Q1 		$666K Buy
5,122
+214
+4% +$27.9K 0.16% 39
2021
Q4 		$656K Buy
4,908
+384
+8% +$48.2K 0.16% 38
2021
Q3 		$601K Sell
4,524
-1,870
-29% -$250K 0.17% 45
2021
Q2 		$896K Buy
6,394
+2,296
+56% +$314K 0.28% 33
2021
Q1 		$522K Buy
4,098
+42
+1% +$5.03K 0.19% 38
2020
Q4 		$488K Buy
4,056
+1,474
+57% +$170K 0.17% 43
2020
Q3 		$300K Buy
+2,582
New +$304K 0.11% 57
2020
Q2 		– Sell
-1,818
Closed -$214K – 75
2020
Q1 		$214K Buy
+1,818
New +$230K 0.1% 67

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

Emerald Advisors's IBM Position: Q2 2026 in Review

Emerald Advisors increased its IBM (IBM) stake by 7.6% in Q2 2026, buying an estimated $22.2K and bringing the position to 1,245 shares worth $350K. The position accounts for 0.04% of the portfolio, ranked #96.

Emerald Advisors first reported a position in IBM in Q1 2020 and has held it in 17 quarters since. The position peaked at $896K in Q2 2021. 3,629 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Emerald Advisors held 1,245 shares of IBM worth $350K as of Q2 2026.
  • Emerald Advisors bought 88 IBM shares in Q2 2026, an estimated $22.2K.
  • IBM made up 0.04% of Emerald Advisors's portfolio in Q2 2026, its #96 holding.
  • Emerald Advisors first reported a position in IBM in Q1 2020 and has held it in 17 quarters since.
  • Emerald Advisors's IBM position peaked at $896K in Q2 2021.
  • 3,629 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Emerald Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.