FirstWave Capital Management’s IBM IBM Stock Holding History

FirstWave Capital 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	$1.45M	Buy	+5,162	New	+$1.3M	0.64%	50

Other funds holding IBM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

FirstWave Capital Management's IBM Position: Q2 2026 in Review

FirstWave Capital Management opened a new position in IBM (IBM) in Q2 2026: 5,162 shares worth $1.45M. The stake represents 0.64% of the portfolio and ranks #50 among its holdings.

3,618 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

FirstWave Capital Management held 5,162 shares of IBM worth $1.45M as of Q2 2026.
IBM was a new FirstWave Capital Management position in Q2 2026.
IBM made up 0.64% of FirstWave Capital Management's portfolio in Q2 2026, its #50 holding.
3,618 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on FirstWave Capital Management's 13F filing for Q2 2026, filed 12 Aug 2026.