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Fortress Private Ledger’s IBM IBM Stock Holding History

Fortress Private Ledger’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 		$563K Sell
2,002
-2,224
-53% -$560K 0.15% 146
2026
Q1 		$1.02M Sell
4,226
-244
-5% -$66K 0.32% 71
2025
Q4 		$1.32M Buy
4,470
+592
+15% +$177K 0.44% 49
2025
Q3 		$1.09M Buy
3,878
+214
+6% +$56K 0.4% 56
2025
Q2 		$1.08M Buy
3,664
+168
+5% +$43.3K 0.49% 48
2025
Q1 		$869K Buy
3,496
+235
+7% +$57.5K 0.48% 48
2024
Q4 		$717K Buy
+3,261
New +$726K 0.44% 52

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

Fortress Private Ledger's IBM Position: Q2 2026 in Review

Fortress Private Ledger reduced its IBM (IBM) stake by 53% in Q2 2026, selling an estimated $560K and leaving 2,002 shares worth $563K. The position accounts for 0.15% of the portfolio, ranked #146.

Fortress Private Ledger first reported a position in IBM in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.32M in Q4 2025. 3,632 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Fortress Private Ledger held 2,002 shares of IBM worth $563K as of Q2 2026.
  • Fortress Private Ledger sold 2,224 IBM shares in Q2 2026, an estimated $560K.
  • IBM made up 0.15% of Fortress Private Ledger's portfolio in Q2 2026, its #146 holding.
  • Fortress Private Ledger first reported a position in IBM in Q4 2024 and has held it in 7 quarters since.
  • Fortress Private Ledger's IBM position peaked at $1.32M in Q4 2025.
  • 3,632 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Fortress Private Ledger's 13F filing for Q2 2026, filed 7 Aug 2026.