Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$18.4M Sell
65,349
-3,786
-5% -$954K 0.52% 59
2026
Q1
$16.8M Sell
69,135
-6,204
-8% -$1.68M 0.49% 61
2025
Q4
$22.3M Hold
75,339
0.58% 53
2025
Q3
$21.3M Hold
75,339
0.56% 51
2025
Q2
$22.2M Sell
75,339
-8,371
-10% -$2.16M 0.53% 48
2025
Q1
$20.8M Hold
83,710
0.5% 48
2024
Q4
$18.3M Buy
+83,710
New +$18.6M 0.44% 48

Other funds holding IBM

Fisher Funds Management's IBM Position: Q2 2026 in Review

Fisher Funds Management reduced its IBM (IBM) stake by 5.5% in Q2 2026, selling an estimated $954K and leaving 65,349 shares worth $18.4M. The position accounts for 0.52% of the portfolio, ranked #59.

Fisher Funds Management first reported a position in IBM in Q4 2024 and has held it in 7 quarters since. The position peaked at $22.3M in Q4 2025. 682 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Fisher Funds Management held 65,349 shares of IBM worth $18.4M as of Q2 2026.
  • Fisher Funds Management sold 3,786 IBM shares in Q2 2026, an estimated $954K.
  • IBM made up 0.52% of Fisher Funds Management's portfolio in Q2 2026, its #59 holding.
  • Fisher Funds Management first reported a position in IBM in Q4 2024 and has held it in 7 quarters since.
  • Fisher Funds Management's IBM position peaked at $22.3M in Q4 2025.
  • 682 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Fisher Funds Management's 13F filing for Q2 2026, filed 14 Jul 2026.