Holocene Advisors
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Holocene Advisors’s IBM IBM Stock Holding History

Holocene 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
2018
Q4 		– Sell
-475,930
Closed -$68.8M – 731
2018
Q3 		$68.8M Buy
475,930
+214,430
+82% +$30M 1.11% 28
2018
Q2 		$34.9M Buy
+261,500
New +$36.5M 0.74% 48

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

Holocene Advisors's IBM Position: Q2 2026 in Review

Holocene Advisors opened a new position in IBM (IBM) in Q2 2026: 1,444 shares worth $406K. The stake represents ﹤0.01% of the portfolio and ranks #750 among its holdings. This is a return to the name: Holocene Advisors previously reported a position in IBM as recently as Q3 2024.

Holocene Advisors first reported a position in IBM in Q4 2017 and has held it in 3 quarters since. The position peaked at $573M in Q3 2024. 3,641 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Holocene Advisors held 1,444 shares of IBM worth $406K as of Q2 2026.
  • IBM was a new Holocene Advisors position in Q2 2026.
  • IBM made up ﹤0.01% of Holocene Advisors's portfolio in Q2 2026, its #750 holding.
  • Holocene Advisors first reported a position in IBM in Q4 2017 and has held it in 3 quarters since.
  • Holocene Advisors's IBM position peaked at $573M in Q3 2024.
  • 3,641 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Holocene Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.