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Green Alpha Advisors’s IBM IBM Stock Holding History

Green Alpha 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 		$5.6M Sell
19,929
-267
-1% -$67.3K 3.76% 5
2026
Q1 		$4.9M Buy
20,196
+372
+2% +$101K 4.82% 3
2025
Q4 		$5.87M Buy
19,824
+91
+0.5% +$27.3K 5.38% 1
2025
Q3 		$5.57M Sell
19,733
-2,437
-11% -$638K 5.37% 1
2025
Q2 		$6.54M Sell
22,170
-681
-3% -$175K 6.24% 1
2025
Q1 		$5.68M Buy
22,851
+10,594
+86% +$2.59M 6.07% 1
2024
Q4 		$2.69M Sell
12,257
-343
-3% -$76.4K 2.16% 4
2024
Q3 		$2.79M Sell
12,600
-498
-4% -$97.6K 2.19% 5
2024
Q2 		$2.27M Sell
13,098
-2,468
-16% -$429K 1.82% 11
2024
Q1 		$2.97M Buy
15,566
+1,646
+12% +$300K 2.15% 5
2023
Q4 		$2.28M Sell
13,920
-3,588
-20% -$542K 1.64% 10
2023
Q3 		$2.46M Sell
17,508
-265
-1% -$37.7K 1.89% 9
2023
Q2 		$2.38M Buy
17,773
+581
+3% +$75K 1.56% 10
2023
Q1 		$2.25M Buy
17,192
+1,058
+7% +$142K 1.58% 8
2022
Q4 		$2.27M Buy
16,134
+3,649
+29% +$503K 1.89% 3
2022
Q3 		$1.48M Sell
12,485
-101,833
-89% -$13.4M 1.26% 17
2022
Q2 		$16.1M Buy
114,318
+100,601
+733% +$13.6M 3.71% 4
2022
Q1 		$1.78M Buy
13,717
+420
+3% +$54.8K 1.2% 23
2021
Q4 		$1.78M Buy
13,297
+316
+2% +$39.6K 1.2% 25
2021
Q3 		$1.72M Buy
12,981
+905
+7% +$121K 1.19% 21
2021
Q2 		$1.69M Buy
12,076
+1,282
+12% +$175K 1.15% 26
2021
Q1 		$1.38M Sell
10,794
-1,148
-10% -$137K 1.36% 20
2020
Q4 		$1.44M Buy
+11,942
New +$1.38M 1.74% 18

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

Green Alpha Advisors's IBM Position: Q2 2026 in Review

Green Alpha Advisors reduced its IBM (IBM) stake by 1.3% in Q2 2026, selling an estimated $67.3K and leaving 19,929 shares worth $5.6M. The position accounts for 3.76% of the portfolio, ranked #5.

Green Alpha Advisors first reported a position in IBM in Q4 2020 and has held it in 23 quarters since. The position peaked at $16.1M in Q2 2022. 3,614 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Green Alpha Advisors held 19,929 shares of IBM worth $5.6M as of Q2 2026.
  • Green Alpha Advisors sold 267 IBM shares in Q2 2026, an estimated $67.3K.
  • IBM made up 3.76% of Green Alpha Advisors's portfolio in Q2 2026, its #5 holding.
  • Green Alpha Advisors first reported a position in IBM in Q4 2020 and has held it in 23 quarters since.
  • Green Alpha Advisors's IBM position peaked at $16.1M in Q2 2022.
  • 3,614 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Green Alpha Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.