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GLOBALT Investments’s IBM IBM Stock Holding History

GLOBALT Investments’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 		$4.9M Sell
17,439
-385
-2% -$97K 0.17% 75
2026
Q1 		$4.32M Sell
17,824
-464
-3% -$126K 0.15% 77
2025
Q4 		$5.42M Buy
18,288
+2,930
+19% +$878K 0.2% 69
2025
Q3 		$4.33M Buy
15,358
+14,123
+1,144% +$3.7M 0.16% 87
2025
Q2 		$364K Hold
1,235
– – 0.01% 188
2025
Q1 		$307K Hold
1,235
– – 0.01% 190
2024
Q4 		$271K Hold
1,235
– – 0.01% 193
2024
Q3 		$273K Hold
1,235
– – 0.01% 195
2024
Q2 		$214K Hold
1,235
– – 0.01% 203
2024
Q1 		$236K Hold
1,235
– – 0.01% 197
2023
Q4 		$202K Buy
+1,235
New +$187K 0.01% 206

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

GLOBALT Investments's IBM Position: Q2 2026 in Review

GLOBALT Investments reduced its IBM (IBM) stake by 2.2% in Q2 2026, selling an estimated $97K and leaving 17,439 shares worth $4.9M. The position accounts for 0.17% of the portfolio, ranked #75.

GLOBALT Investments first reported a position in IBM in Q4 2023 and has held it in 11 quarters since. The position peaked at $5.42M in Q4 2025. 3,643 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • GLOBALT Investments held 17,439 shares of IBM worth $4.9M as of Q2 2026.
  • GLOBALT Investments sold 385 IBM shares in Q2 2026, an estimated $97K.
  • IBM made up 0.17% of GLOBALT Investments's portfolio in Q2 2026, its #75 holding.
  • GLOBALT Investments first reported a position in IBM in Q4 2023 and has held it in 11 quarters since.
  • GLOBALT Investments's IBM position peaked at $5.42M in Q4 2025.
  • 3,643 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on GLOBALT Investments's 13F filing for Q2 2026, filed 11 Aug 2026.