Fox Run Management’s IBM IBM Stock Holding History

Fox Run 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	–	Sell	-2,858	Closed	-$678K	–	1099
2026 Q1	$678K	Sell	2,858 -4,995	-64%	-$1.35M	0.12%	309
2025 Q4	$2.33M	Buy	+7,853	New	+$2.35M	0.36%	17
2025 Q1	–	Sell	-11,196	Closed	-$2.46M	–	1049
2024 Q4	$2.46M	Buy	+11,196	New	+$2.49M	0.45%	6
2023 Q4	–	Sell	-2,195	Closed	-$308K	–	852
2023 Q3	$308K	Buy	+2,195	New	+$312K	0.09%	438
2021 Q4	–	Sell	-2,176	Closed	-$289K	–	575
2021 Q3	$289K	Buy	+2,176	New	+$291K	0.18%	249
2020 Q3	–	Sell	-2,850	Closed	-$329K	–	244
2020 Q2	$329K	Buy	+2,850	New	+$331K	0.44%	88
2020 Q1	–	Sell	-2,919	Closed	-$374K	–	237
2019 Q4	$374K	Buy	+2,919	New	+$379K	0.3%	116
2018 Q3	–	Sell	-6,673	Closed	-$891K	–	683
2018 Q2	$891K	Buy	+6,673	New	+$931K	0.28%	55
2018 Q1	–	Sell	-4,478	Closed	-$657K	–	806
2017 Q4	$657K	Buy	4,478 +2,386	+114%	+$347K	0.19%	182
2017 Q3	$290K	Buy	+2,092	New	+$291K	0.08%	509

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 $3.38T AUM 44.17% 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

Fox Run Management's IBM Position: Q2 2026 in Review

Fox Run Management sold out of IBM (IBM) in Q2 2026, closing a stake of 2,858 shares — an estimated $678K sold.

Fox Run Management first reported a position in IBM in Q3 2017 and held it in 10 quarters. The position peaked at $2.46M in Q4 2024. 3,643 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

Fox Run Management reported no remaining IBM position as of Q2 2026 after selling out during the quarter.
Fox Run Management sold 2,858 IBM shares in Q2 2026, an estimated $678K.
Fox Run Management first reported a position in IBM in Q3 2017 and held it in 10 quarters.
Fox Run Management's IBM position peaked at $2.46M in Q4 2024.
3,643 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Fox Run Management's 13F filing for Q2 2026, filed 4 Aug 2026.