Envestnet Portfolio Solutions
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Envestnet Portfolio Solutions’s IBM IBM Stock Holding History

Envestnet Portfolio Solutions’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 		$9.72M Buy
34,908
+9,883
+39% +$2.49M 0.05% 221
2026
Q1 		$6.07M Sell
25,025
-2,814
-10% -$761K 0.03% 255
2025
Q4 		$8.25M Buy
27,839
+10,331
+59% +$3.09M 0.03% 282
2025
Q3 		$4.94M Sell
17,508
-1,802
-9% -$472K 0.02% 354
2025
Q2 		$5.69M Buy
19,310
+1,529
+9% +$394K 0.02% 330
2025
Q1 		$4.42M Sell
17,781
-29,870
-63% -$7.31M 0.02% 390
2024
Q4 		$10.5M Sell
47,651
-2,471
-5% -$550K 0.03% 236
2024
Q3 		$11.1M Sell
50,122
-604
-1% -$118K 0.04% 229
2024
Q2 		$8.77M Sell
50,726
-3,685
-7% -$640K 0.03% 255
2024
Q1 		$10.4M Buy
54,411
+14,929
+38% +$2.72M 0.04% 224
2023
Q4 		$6.46M Sell
39,482
-5,604
-12% -$847K 0.03% 273
2023
Q3 		$6.33M Buy
+45,086
New +$6.41M 0.03% 257

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

Envestnet Portfolio Solutions's IBM Position: Q2 2026 in Review

Envestnet Portfolio Solutions increased its IBM (IBM) stake by 39% in Q2 2026, buying an estimated $2.49M and bringing the position to 34,908 shares worth $9.72M. The position accounts for 0.05% of the portfolio, ranked #221.

Envestnet Portfolio Solutions first reported a position in IBM in Q3 2023 and has held it in 12 quarters since. The position peaked at $11.1M in Q3 2024. 3,643 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Envestnet Portfolio Solutions held 34,908 shares of IBM worth $9.72M as of Q2 2026.
  • Envestnet Portfolio Solutions bought 9,883 IBM shares in Q2 2026, an estimated $2.49M.
  • IBM made up 0.05% of Envestnet Portfolio Solutions's portfolio in Q2 2026, its #221 holding.
  • Envestnet Portfolio Solutions first reported a position in IBM in Q3 2023 and has held it in 12 quarters since.
  • Envestnet Portfolio Solutions's IBM position peaked at $11.1M in Q3 2024.
  • 3,643 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.