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Henson-Edgewater Management’s IBM IBM Stock Holding History

Henson-Edgewater 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 		$311K Buy
1,318
+445
+51% +$112K 0.16% 51
2026
Q1 		$212K Hold
873
– – 0.13% 60
2025
Q4 		$259K Buy
+873
New +$261K 0.15% 58

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

Henson-Edgewater Management's IBM Position: Q2 2026 in Review

Henson-Edgewater Management increased its IBM (IBM) stake by 51% in Q2 2026, buying an estimated $112K and bringing the position to 1,318 shares worth $311K. The position accounts for 0.16% of the portfolio, ranked #51.

Henson-Edgewater Management first reported a position in IBM in Q4 2025 and has held it in 3 quarters since. 3,614 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Henson-Edgewater Management held 1,318 shares of IBM worth $311K as of Q2 2026.
  • Henson-Edgewater Management bought 445 IBM shares in Q2 2026, an estimated $112K.
  • IBM made up 0.16% of Henson-Edgewater Management's portfolio in Q2 2026, its #51 holding.
  • Henson-Edgewater Management first reported a position in IBM in Q4 2025 and has held it in 3 quarters since.
  • 3,614 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Henson-Edgewater Management's 13F filing for Q2 2026, filed 18 Aug 2026.