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Global Assets Advisory’s IBM IBM Stock Holding History

Global Assets Advisory’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 		$3.26M Buy
11,291
+1,720
+18% +$433K 0.71% 28
2026
Q1 		$2.32M Buy
9,571
+96
+1% +$26K 0.66% 30
2025
Q4 		$2.81M Sell
9,475
-2,569
-21% -$769K 0.8% 28
2025
Q3 		$3.4M Buy
12,044
+3,024
+34% +$792K 1.01% 17
2025
Q2 		$2.63M Buy
+9,020
New +$2.32M 1.03% 18
2024
Q2 		– Sell
-83
Closed -$15.8K – 268
2024
Q1 		$15.8K Buy
+83
New +$15.1K 0.01% 466

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

Global Assets Advisory's IBM Position: Q2 2026 in Review

Global Assets Advisory increased its IBM (IBM) stake by 18% in Q2 2026, buying an estimated $433K and bringing the position to 11,291 shares worth $3.26M. The position accounts for 0.71% of the portfolio, ranked #28.

Global Assets Advisory first reported a position in IBM in Q1 2024 and has held it in 6 quarters since. The position peaked at $3.4M in Q3 2025. 3,625 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Global Assets Advisory held 11,291 shares of IBM worth $3.26M as of Q2 2026.
  • Global Assets Advisory bought 1,720 IBM shares in Q2 2026, an estimated $433K.
  • IBM made up 0.71% of Global Assets Advisory's portfolio in Q2 2026, its #28 holding.
  • Global Assets Advisory first reported a position in IBM in Q1 2024 and has held it in 6 quarters since.
  • Global Assets Advisory's IBM position peaked at $3.4M in Q3 2025.
  • 3,625 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Global Assets Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.