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Insight Advisors’s IBM IBM Stock Holding History

Insight 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
2026
Q2 		$625K Buy
2,222
+486
+28% +$122K 0.11% 119
2026
Q1 		$421K Sell
1,736
-3,519
-67% -$952K 0.08% 149
2025
Q4 		$1.56M Buy
5,255
+43
+0.8% +$12.9K 0.24% 72
2025
Q3 		$1.47M Sell
5,212
-108
-2% -$28.3K 0.22% 71
2025
Q2 		$1.57M Buy
5,320
+16
+0.3% +$4.12K 0.25% 64
2025
Q1 		$1.32M Sell
5,304
-101
-2% -$24.7K 0.23% 67
2024
Q4 		$1.19M Sell
5,405
-140
-3% -$31.2K 0.2% 75
2024
Q3 		$1.23M Buy
5,545
+56
+1% +$11K 0.21% 76
2024
Q2 		$949K Sell
5,489
-31
-0.6% -$5.39K 0.17% 92
2024
Q1 		$1.05M Buy
5,520
+36
+0.7% +$6.57K 0.2% 86
2023
Q4 		$897K Buy
5,484
+35
+0.6% +$5.29K 0.19% 88
2023
Q3 		$765K Sell
5,449
-207
-4% -$29.5K 0.17% 101
2023
Q2 		$757K Buy
5,656
+1,721
+44% +$222K 0.17% 101
2023
Q1 		$516K Sell
3,935
-197
-5% -$26.4K 0.12% 136
2022
Q4 		$585K Buy
4,132
+106
+3% +$14.6K 0.2% 132
2022
Q3 		$478K Sell
4,026
-64
-2% -$8.4K 0.19% 138
2022
Q2 		$540K Buy
4,090
+19
+0.5% +$2.56K 0.18% 139
2022
Q1 		$529K Buy
4,071
+286
+8% +$37.3K 0.16% 163
2021
Q4 		$506K Sell
3,785
-487
-11% -$61.1K 0.15% 169
2021
Q3 		$494K Sell
4,272
-9
-0.2% -$1.2K 0.15% 174
2021
Q2 		$579K Sell
4,281
-208
-5% -$28.4K 0.18% 150
2021
Q1 		$610K Buy
4,489
+301
+7% +$36K 0.19% 137
2020
Q4 		$504K Buy
+4,188
New +$484K 0.19% 133

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

Insight Advisors's IBM Position: Q2 2026 in Review

Insight Advisors increased its IBM (IBM) stake by 28% in Q2 2026, buying an estimated $122K and bringing the position to 2,222 shares worth $625K. The position accounts for 0.11% of the portfolio, ranked #119.

Insight Advisors first reported a position in IBM in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.57M in Q2 2025. 3,629 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Insight Advisors held 2,222 shares of IBM worth $625K as of Q2 2026.
  • Insight Advisors bought 486 IBM shares in Q2 2026, an estimated $122K.
  • IBM made up 0.11% of Insight Advisors's portfolio in Q2 2026, its #119 holding.
  • Insight Advisors first reported a position in IBM in Q4 2020 and has held it in 23 quarters since.
  • Insight Advisors's IBM position peaked at $1.57M in Q2 2025.
  • 3,629 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Insight Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.