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Insight Inv LLC’s IBM IBM Stock Holding History

Insight Inv 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 		$4.28M Buy
15,213
+55
+0.4% +$13.9K 2.02% 10
2026
Q1 		$3.67M Buy
15,158
+80
+0.5% +$21.6K 2.01% 11
2025
Q4 		$4.47M Sell
15,078
-169
-1% -$50.6K 2.5% 5
2025
Q3 		$4.3M Buy
15,247
+334
+2% +$87.4K 2.53% 6
2025
Q2 		$4.4M Sell
14,913
-295
-2% -$76K 2.95% 4
2025
Q1 		$3.78M Sell
15,208
-5
-0% -$1.22K 2.6% 4
2024
Q4 		$3.34M Buy
15,213
+1,109
+8% +$247K 2.33% 9
2024
Q3 		$3.12M Sell
14,104
-575
-4% -$113K 2.62% 6
2024
Q2 		$2.54M Hold
14,679
– – 2.19% 14
2024
Q1 		$2.8M Buy
14,679
+125
+0.9% +$22.8K 2.43% 8
2023
Q4 		$2.38M Buy
14,554
+70
+0.5% +$10.6K 2.33% 7
2023
Q3 		$2M Sell
14,484
-200
-1% -$28.5K 2.21% 10
2023
Q2 		$1.96M Buy
14,684
+1,000
+7% +$129K 2.02% 14
2023
Q1 		$1.79M Sell
13,684
-600
-4% -$80.3K 1.93% 13
2022
Q4 		$2.01M Buy
14,284
+215
+2% +$29.7K 2.03% 11
2022
Q3 		$1.67M Hold
14,069
– – 1.85% 14
2022
Q2 		$1.99M Buy
14,069
+675
+5% +$91.1K 2% 11
2022
Q1 		$1.74M Buy
13,394
+2,622
+24% +$342K 1.58% 26
2021
Q4 		$1.44M Buy
+10,772
New +$1.35M 1.32% 34

Other funds holding IBM

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
WG
Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return

Insight Inv LLC's IBM Position: Q2 2026 in Review

Insight Inv LLC increased its IBM (IBM) stake by 0.36% in Q2 2026, buying an estimated $13.9K and bringing the position to 15,213 shares worth $4.28M. The position accounts for 2.02% of the portfolio, ranked #10.

Insight Inv LLC first reported a position in IBM in Q4 2021 and has held it in 19 quarters since. The position peaked at $4.47M in Q4 2025. 1,245 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Insight Inv LLC held 15,213 shares of IBM worth $4.28M as of Q2 2026.
  • Insight Inv LLC bought 55 IBM shares in Q2 2026, an estimated $13.9K.
  • IBM made up 2.02% of Insight Inv LLC's portfolio in Q2 2026, its #10 holding.
  • Insight Inv LLC first reported a position in IBM in Q4 2021 and has held it in 19 quarters since.
  • Insight Inv LLC's IBM position peaked at $4.47M in Q4 2025.
  • 1,245 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Insight Inv LLC's 13F filing for Q2 2026, filed 24 Jul 2026.