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Gordian Advisors’s IBM IBM Stock Holding History

Gordian Advisors’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 		$298K Buy
1,061
+3
+0.3% +$756 0.18% 44
2026
Q1 		$256K Buy
1,058
+3
+0.3% +$812 0.17% 45
2025
Q4 		$312K Buy
1,055
+3
+0.3% +$898 0.21% 32
2025
Q3 		$297K Buy
1,052
+3
+0.3% +$785 0.2% 33
2025
Q2 		$309K Buy
1,049
+2
+0.2% +$515 0.22% 31
2025
Q1 		$260K Buy
1,047
+3
+0.3% +$734 0.21% 31
2024
Q4 		$229K Buy
1,044
+3
+0.3% +$668 0.18% 34
2024
Q3 		$230K Buy
+1,041
New +$204K 0.18% 36

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

Gordian Advisors's IBM Position: Q2 2026 in Review

Gordian Advisors increased its IBM (IBM) stake by 0.28% in Q2 2026, buying an estimated $756 and bringing the position to 1,061 shares worth $298K. The position accounts for 0.18% of the portfolio, ranked #44.

Gordian Advisors first reported a position in IBM in Q3 2024 and has held it in 8 quarters since. The position peaked at $312K in Q4 2025. 3,638 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Gordian Advisors held 1,061 shares of IBM worth $298K as of Q2 2026.
  • Gordian Advisors bought 3 IBM shares in Q2 2026, an estimated $756.
  • IBM made up 0.18% of Gordian Advisors's portfolio in Q2 2026, its #44 holding.
  • Gordian Advisors first reported a position in IBM in Q3 2024 and has held it in 8 quarters since.
  • Gordian Advisors's IBM position peaked at $312K in Q4 2025.
  • 3,638 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Gordian Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.