IKE Capital’s IBM IBM Stock Holding History

IKE Capital’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	$2.07M	Sell	7,374 -1,258	-15%	-$317K	1.09%	26
2026 Q1	$2.09M	Sell	8,632 -332	-4%	-$89.8K	1.18%	22
2025 Q4	$2.66M	Buy	+8,964	New	+$2.68M	2.31%	11

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 $3.38T AUM 44.17% 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

IKE Capital's IBM Position: Q2 2026 in Review

IKE Capital reduced its IBM (IBM) stake by 15% in Q2 2026, selling an estimated $317K and leaving 7,374 shares worth $2.07M. The position accounts for 1.09% of the portfolio, ranked #26.

IKE Capital first reported a position in IBM in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.66M in Q4 2025. 3,643 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

IKE Capital held 7,374 shares of IBM worth $2.07M as of Q2 2026.
IKE Capital sold 1,258 IBM shares in Q2 2026, an estimated $317K.
IBM made up 1.09% of IKE Capital's portfolio in Q2 2026, its #26 holding.
IKE Capital first reported a position in IBM in Q4 2025 and has held it in 3 quarters since.
IKE Capital's IBM position peaked at $2.66M in Q4 2025.
3,643 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on IKE Capital's 13F filing for Q2 2026, filed 16 Sep 2026.