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FORA Capital’s IBM IBM Stock Holding History

FORA Capital’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 		$646K Buy
+2,298
New +$579K 0.04% 245
2025
Q3 		– Sell
-1,246
Closed -$367K – 579
2025
Q2 		$367K Sell
1,246
-832
-40% -$214K 0.04% 372
2025
Q1 		$517K Buy
+2,078
New +$508K 0.05% 323
2024
Q3 		– Sell
-33,082
Closed -$5.72M – 503
2024
Q2 		$5.72M Buy
+33,082
New +$5.75M 0.7% 33
2023
Q2 		– Sell
-94,407
Closed -$12.4M – 473
2023
Q1 		$12.4M Buy
94,407
+52,809
+127% +$7.06M 1.24% 7
2022
Q4 		$5.86M Buy
+41,598
New +$5.74M 0.95% 18
2022
Q2 		– Sell
-21,506
Closed -$2.84M – 545
2022
Q1 		$2.84M Buy
+21,506
New +$2.8M 0.51% 50
2021
Q4 		– Sell
-3,678
Closed -$488K – 380
2021
Q3 		$488K Sell
3,678
-19,243
-84% -$2.57M 0.12% 204
2021
Q2 		$3.21M Buy
22,921
+11,343
+98% +$1.55M 0.6% 35
2021
Q1 		$1.48M Buy
11,578
+5,804
+101% +$695K 0.48% 47
2020
Q4 		$695K Buy
+5,774
New +$667K 0.11% 214
2020
Q3 		– Sell
-10,102
Closed -$1.17M – 795
2020
Q2 		$1.17M Sell
10,102
-6,268
-38% -$728K 0.4% 51
2020
Q1 		$1.74M Sell
16,370
-306
-2% -$38.7K 0.37% 55
2019
Q4 		$2.14M Buy
+16,676
New +$2.17M 0.22% 122

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

FORA Capital's IBM Position: Q2 2026 in Review

FORA Capital opened a new position in IBM (IBM) in Q2 2026: 2,298 shares worth $646K. The stake represents 0.04% of the portfolio and ranks #245 among its holdings. This is a return to the name: FORA Capital previously reported a position in IBM as recently as Q2 2025.

FORA Capital first reported a position in IBM in Q4 2019 and has held it in 14 quarters since. The position peaked at $12.4M in Q1 2023. 3,629 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • FORA Capital held 2,298 shares of IBM worth $646K as of Q2 2026.
  • IBM was a new FORA Capital position in Q2 2026.
  • IBM made up 0.04% of FORA Capital's portfolio in Q2 2026, its #245 holding.
  • FORA Capital first reported a position in IBM in Q4 2019 and has held it in 14 quarters since.
  • FORA Capital's IBM position peaked at $12.4M in Q1 2023.
  • 3,629 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on FORA Capital's 13F filing for Q2 2026, filed 13 Aug 2026.