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Heck Capital Advisors’s IBM IBM Stock Holding History

Heck Capital 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 		$279K Buy
+993
New +$250K 0.02% 192
2026
Q1 		– Sell
-1,793
Closed -$531K – 222
2025
Q4 		$531K Buy
+1,793
New +$537K 0.04% 146
2025
Q2 		– Sell
-155
Closed -$38.5K – 213
2025
Q1 		$38.5K Sell
155
-402
-72% -$98.3K ﹤0.01% 172
2024
Q4 		$122K Buy
557
+402
+259% +$89.5K 0.01% 285
2024
Q3 		$34.3K Hold
155
– – ﹤0.01% 167
2024
Q2 		$26.8K Hold
155
– – ﹤0.01% 167
2024
Q1 		$29.6K Hold
155
– – ﹤0.01% 167
2023
Q4 		$25.4K Hold
155
– – ﹤0.01% 161
2023
Q3 		$21.7K Buy
+155
New +$22.1K ﹤0.01% 159

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

Heck Capital Advisors's IBM Position: Q2 2026 in Review

Heck Capital Advisors opened a new position in IBM (IBM) in Q2 2026: 993 shares worth $279K. The stake represents 0.02% of the portfolio and ranks #192 among its holdings. This is a return to the name: Heck Capital Advisors previously reported a position in IBM as recently as Q4 2025.

Heck Capital Advisors first reported a position in IBM in Q3 2023 and has held it in 9 quarters since. The position peaked at $531K in Q4 2025. 3,625 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Heck Capital Advisors held 993 shares of IBM worth $279K as of Q2 2026.
  • IBM was a new Heck Capital Advisors position in Q2 2026.
  • IBM made up 0.02% of Heck Capital Advisors's portfolio in Q2 2026, its #192 holding.
  • Heck Capital Advisors first reported a position in IBM in Q3 2023 and has held it in 9 quarters since.
  • Heck Capital Advisors's IBM position peaked at $531K in Q4 2025.
  • 3,625 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Heck Capital Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.