HIM
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Hanlon Investment Management’s IBM IBM Stock Holding History

Hanlon Investment Management’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 		$225K Sell
799
-148
-16% -$37.3K 0.12% 203
2026
Q1 		$230K Sell
947
-2,112
-69% -$571K 0.13% 200
2025
Q4 		$906K Buy
3,059
+149
+5% +$44.6K 0.5% 68
2025
Q3 		$821K Buy
2,910
+279
+11% +$73K 0.49% 66
2025
Q2 		$776K Buy
+2,631
New +$678K 0.56% 62
2022
Q1 		– Sell
-1,730
Closed -$231K – 119
2021
Q4 		$231K Sell
1,730
-1,023
-37% -$128K 0.04% 121
2021
Q3 		$366K Hold
2,753
– – 0.08% 105
2021
Q2 		$386K Sell
2,753
-44
-2% -$6.02K 0.08% 97
2021
Q1 		$356K Hold
2,797
– – 0.08% 105
2020
Q4 		$337K Buy
2,797
+75
+3% +$8.67K 0.07% 100
2020
Q3 		$317K Sell
2,722
-575
-17% -$67.7K 0.1% 89
2020
Q2 		$381K Hold
3,297
– – 0.11% 73
2020
Q1 		$350K Hold
3,297
– – 0.22% 59
2019
Q4 		$422K Buy
+3,297
New +$429K 0.08% 82
2019
Q3 		– Sell
-1,992
Closed -$263K – 108
2019
Q2 		$263K Hold
1,992
– – 0.02% 109
2019
Q1 		$269K Buy
+1,992
New +$254K 0.03% 98
2017
Q2 		– Sell
-16,259
Closed -$2.71M – 66
2017
Q1 		$2.71M Sell
16,259
-1,624
-9% -$272K 0.34% 49
2016
Q4 		$2.84M Sell
17,883
-12,649
-41% -$1.93M 0.34% 56
2016
Q3 		$4.64M Sell
30,532
-3,627
-11% -$550K 0.44% 21
2016
Q2 		$4.96M Buy
34,159
+5,838
+21% +$836K 0.43% 44
2016
Q1 		$4.1M Sell
28,321
-1,837
-6% -$235K 0.37% 37
2015
Q4 		$3.97M Buy
+30,158
New +$4.05M 0.38% 35

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

Hanlon Investment Management's IBM Position: Q2 2026 in Review

Hanlon Investment Management reduced its IBM (IBM) stake by 16% in Q2 2026, selling an estimated $37.3K and leaving 799 shares worth $225K. The position accounts for 0.12% of the portfolio, ranked #203.

Hanlon Investment Management first reported a position in IBM in Q4 2015 and has held it in 22 quarters since. The position peaked at $4.96M in Q2 2016. 3,633 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Hanlon Investment Management held 799 shares of IBM worth $225K as of Q2 2026.
  • Hanlon Investment Management sold 148 IBM shares in Q2 2026, an estimated $37.3K.
  • IBM made up 0.12% of Hanlon Investment Management's portfolio in Q2 2026, its #203 holding.
  • Hanlon Investment Management first reported a position in IBM in Q4 2015 and has held it in 22 quarters since.
  • Hanlon Investment Management's IBM position peaked at $4.96M in Q2 2016.
  • 3,633 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Hanlon Investment Management's 13F filing for Q2 2026, filed 31 Jul 2026.