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Indie Asset Partners’s IBM IBM Stock Holding History

Indie Asset Partners’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 		$232K Sell
825
-42
-5% -$10.6K 0.22% 79
2026
Q1 		$210K Buy
867
+47
+6% +$12.7K 0.24% 79
2025
Q4 		$243K Sell
820
-12
-1% -$3.59K 0.27% 69
2025
Q3 		$235K Buy
+832
New +$218K 0.31% 70
2025
Q2 		– Sell
-873
Closed -$217K – 86
2025
Q1 		$217K Sell
873
-494
-36% -$121K 0.19% 87
2024
Q4 		$301K Sell
1,367
-21
-2% -$4.68K 0.24% 73
2024
Q3 		$307K Sell
1,388
-23
-2% -$4.51K 0.23% 72
2024
Q2 		$244K Buy
1,411
+202
+17% +$35.1K 0.19% 83
2024
Q1 		$231K Buy
+1,209
New +$221K 0.21% 73
2023
Q1 		– Sell
-1,443
Closed -$203K – 88
2022
Q4 		$203K Buy
+1,443
New +$199K 0.22% 82
2021
Q4 		– Sell
-1,567
Closed -$208K – 131
2021
Q3 		$208K Buy
+1,567
New +$209K 0.17% 119

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

Indie Asset Partners's IBM Position: Q2 2026 in Review

Indie Asset Partners reduced its IBM (IBM) stake by 4.8% in Q2 2026, selling an estimated $10.6K and leaving 825 shares worth $232K. The position accounts for 0.22% of the portfolio, ranked #79.

Indie Asset Partners first reported a position in IBM in Q3 2021 and has held it in 11 quarters since. The position peaked at $307K in Q3 2024. 3,628 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Indie Asset Partners held 825 shares of IBM worth $232K as of Q2 2026.
  • Indie Asset Partners sold 42 IBM shares in Q2 2026, an estimated $10.6K.
  • IBM made up 0.22% of Indie Asset Partners's portfolio in Q2 2026, its #79 holding.
  • Indie Asset Partners first reported a position in IBM in Q3 2021 and has held it in 11 quarters since.
  • Indie Asset Partners's IBM position peaked at $307K in Q3 2024.
  • 3,628 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Indie Asset Partners's 13F filing for Q2 2026, filed 7 Aug 2026.