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Fort Sheridan Advisors’s IBM IBM Stock Holding History

Fort Sheridan Advisors’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 		$2.6M Hold
9,263
– – 0.28% 69
2026
Q1 		$2.25M Buy
9,263
+923
+11% +$250K 0.27% 69
2025
Q4 		$2.47M Sell
8,340
-30
-0.4% -$8.98K 0.31% 53
2025
Q3 		$2.36M Buy
8,370
+22
+0.3% +$5.76K 0.31% 58
2025
Q2 		$2.46M Sell
8,348
-100
-1% -$25.8K 0.35% 53
2025
Q1 		$2.1M Sell
8,448
-49
-0.6% -$12K 0.32% 60
2024
Q4 		$1.87M Sell
8,497
-793
-9% -$177K 0.27% 66
2024
Q3 		$2.05M Buy
9,290
+82
+0.9% +$16.1K 0.31% 63
2024
Q2 		$1.59M Buy
9,208
+2,075
+29% +$361K 0.26% 70
2024
Q1 		$1.36M Buy
7,133
+267
+4% +$48.7K 0.26% 72
2023
Q4 		$1.12M Sell
6,866
-20
-0.3% -$3.02K 0.22% 73
2023
Q3 		$966K Hold
6,886
– – 0.22% 80
2023
Q2 		$921K Hold
6,886
– – 0.21% 81
2023
Q1 		$903K Buy
6,886
+80
+1% +$10.7K 0.23% 79
2022
Q4 		$959K Sell
6,806
-400
-6% -$55.2K 0.31% 56
2022
Q3 		$856K Hold
7,206
– – 0.29% 63
2022
Q2 		$1.02M Buy
7,206
+28
+0.4% +$3.78K 0.33% 53
2022
Q1 		$933K Buy
7,178
+200
+3% +$26.1K 0.27% 65
2021
Q4 		$933K Buy
6,978
+411
+6% +$51.5K 0.27% 64
2021
Q3 		$872K Hold
6,567
– – 0.29% 62
2021
Q2 		$920K Hold
6,567
– – 0.31% 56
2021
Q1 		$837K Buy
6,567
+444
+7% +$53.1K 0.33% 53
2020
Q4 		$737K Buy
6,123
+680
+12% +$78.6K 0.36% 45
2020
Q3 		$633K Hold
5,443
– – 0.37% 46
2020
Q2 		$628K Buy
5,443
+209
+4% +$24.3K 0.39% 41
2020
Q1 		$555K Buy
+5,234
New +$662K 0.41% 39

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

Fort Sheridan Advisors's IBM Position: Q2 2026 in Review

Fort Sheridan Advisors held its IBM (IBM) position steady in Q2 2026 at 9,263 shares worth $2.6M. The position accounts for 0.28% of the portfolio, ranked #69.

Fort Sheridan Advisors first reported a position in IBM in Q1 2020 and has held it in 26 quarters since. 3,643 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Fort Sheridan Advisors held 9,263 shares of IBM worth $2.6M as of Q2 2026.
  • Fort Sheridan Advisors left its IBM share count unchanged in Q2 2026.
  • IBM made up 0.28% of Fort Sheridan Advisors's portfolio in Q2 2026, its #69 holding.
  • Fort Sheridan Advisors first reported a position in IBM in Q1 2020 and has held it in 26 quarters since.
  • 3,643 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Fort Sheridan Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.