Hedges Asset Management’s IBM IBM Stock Holding History

Hedges Asset 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	$1.21M	Buy	+4,300	New	+$1.08M	0.79%	44
2025 Q4	$1.36M	Sell	4,600 -200	-4%	-$59.9K	0.96%	37
2025 Q3	$1.35M	Hold	4,800	–	–	1.04%	35
2025 Q2	$1.41M	Sell	4,800 -3,200	-40%	-$824K	1.14%	27
2025 Q1	$1.99M	Sell	8,000 -2,000	-20%	-$489K	1.31%	23
2024 Q4	$2.2M	Hold	10,000	–	–	1.45%	16
2024 Q3	$2.21M	Sell	10,000 -1,000	-9%	-$196K	1.46%	17
2024 Q2	$1.9M	Hold	11,000	–	–	1.37%	23
2024 Q1	$2.1M	Sell	11,000 -100	-0.9%	-$18.2K	1.47%	24
2023 Q4	$1.82M	Sell	11,100 -100	-0.9%	-$15.1K	1.42%	21
2023 Q3	$1.57M	Hold	11,200	–	–	1.37%	21
2023 Q2	$1.5M	Hold	11,200	–	–	1.27%	24
2023 Q1	$1.47M	Buy	11,200 +2,700	+32%	+$361K	1.25%	24
2022 Q4	$1.2M	Sell	8,500 -596	-7%	-$82.2K	1.07%	26
2022 Q3	$1.08M	Hold	9,096	–	–	1.08%	24
2022 Q2	$1.28M	Hold	9,096	–	–	1.21%	22
2022 Q1	$1.18M	Hold	9,096	–	–	0.92%	35
2021 Q4	$1.22M	Buy	+9,096	New	+$1.14M	0.95%	29

Other funds holding IBM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Hedges Asset Management's IBM Position: Q2 2026 in Review

Hedges Asset Management opened a new position in IBM (IBM) in Q2 2026: 4,300 shares worth $1.21M. The stake represents 0.79% of the portfolio and ranks #44 among its holdings. This is a return to the name: Hedges Asset Management previously reported a position in IBM as recently as Q4 2025.

Hedges Asset Management first reported a position in IBM in Q4 2021 and has held it in 18 quarters since. The position peaked at $2.21M in Q3 2024. 3,625 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

Hedges Asset Management held 4,300 shares of IBM worth $1.21M as of Q2 2026.
IBM was a new Hedges Asset Management position in Q2 2026.
IBM made up 0.79% of Hedges Asset Management's portfolio in Q2 2026, its #44 holding.
Hedges Asset Management first reported a position in IBM in Q4 2021 and has held it in 18 quarters since.
Hedges Asset Management's IBM position peaked at $2.21M in Q3 2024.
3,625 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Hedges Asset Management's 13F filing for Q2 2026, filed 27 Jul 2026.