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Essential Partners’s IBM IBM Stock Holding History

Essential Partners’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 		$178K Buy
632
+394
+166% +$99.3K 0.08% 264
2026
Q1 		$57.7K Buy
238
+169
+245% +$45.7K 0.02% 566
2025
Q4 		$20.5K Buy
69
+16
+30% +$4.79K 0.01% 899
2025
Q3 		$15K Buy
53
+27
+104% +$7.07K ﹤0.01% 1010
2025
Q2 		$7.66K Buy
+26
New +$6.7K ﹤0.01% 926

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

Essential Partners's IBM Position: Q2 2026 in Review

Essential Partners increased its IBM (IBM) stake by 166% in Q2 2026, buying an estimated $99.3K and bringing the position to 632 shares worth $178K. The position accounts for 0.08% of the portfolio, ranked #264.

Essential Partners first reported a position in IBM in Q2 2025 and has held it in 5 quarters since. 3,643 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Essential Partners held 632 shares of IBM worth $178K as of Q2 2026.
  • Essential Partners bought 394 IBM shares in Q2 2026, an estimated $99.3K.
  • IBM made up 0.08% of Essential Partners's portfolio in Q2 2026, its #264 holding.
  • Essential Partners first reported a position in IBM in Q2 2025 and has held it in 5 quarters since.
  • 3,643 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Essential Partners's 13F filing for Q2 2026, filed 10 Aug 2026.