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Freestone Capital Holdings’s IBM IBM Stock Holding History

Freestone Capital Holdings’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 		$169K Buy
+600
New +$151K ﹤0.01% 577
2026
Q1 		– Sell
-400
Closed -$116K – 597
2025
Q4 		$116K Buy
+400
New +$120K ﹤0.01% 532
2017
Q4 		– Sell
-628
Closed -$87K – 350
2017
Q3 		$87K Buy
+628
New +$87.5K 0.01% 331

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

Freestone Capital Holdings's IBM Position: Q2 2026 in Review

Freestone Capital Holdings increased its IBM (IBM) stake by 3.8% in Q2 2026, buying an estimated $159K and bringing the position to 17,313 shares worth $4.87M. The position accounts for 0.13% of the portfolio, ranked #107.

Freestone Capital Holdings first reported a position in IBM in Q4 2013 and has held it in 51 quarters since. The position peaked at $5.38M in Q2 2016. 3,629 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Freestone Capital Holdings held 17,313 shares of IBM worth $4.87M as of Q2 2026.
  • Freestone Capital Holdings bought 630 IBM shares in Q2 2026, an estimated $159K.
  • IBM made up 0.13% of Freestone Capital Holdings's portfolio in Q2 2026, its #107 holding.
  • Freestone Capital Holdings first reported a position in IBM in Q4 2013 and has held it in 51 quarters since.
  • Freestone Capital Holdings's IBM position peaked at $5.38M in Q2 2016.
  • 3,629 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Freestone Capital Holdings's 13F filing for Q2 2026, filed 31 Jul 2026.