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Highland Investment Advisors LLC’s IBM IBM Stock Holding History

Highland Investment Advisors LLC’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 		$39.8K Buy
+142
New +$35.8K 0.02% 200

Other funds holding IBM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
VPM
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
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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Highland Investment Advisors LLC's IBM Position: Q2 2026 in Review

Highland Investment Advisors LLC opened a new position in IBM (IBM) in Q2 2026: 142 shares worth $39.8K. The stake represents 0.02% of the portfolio and ranks #200 among its holdings.

3,169 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Highland Investment Advisors LLC held 142 shares of IBM worth $39.8K as of Q2 2026.
  • IBM was a new Highland Investment Advisors LLC position in Q2 2026.
  • IBM made up 0.02% of Highland Investment Advisors LLC's portfolio in Q2 2026, its #200 holding.
  • 3,169 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Highland Investment Advisors LLC's 13F filing for Q2 2026, filed 13 Aug 2026.