IAS
IBM icon

Insigneo Advisory Services’s IBM IBM Stock Holding History

Insigneo Advisory Services’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 		$23.1M Buy
82,135
+74,037
+914% +$18.7M 0.87% 26
2026
Q1 		$1.96M Buy
8,098
+809
+11% +$219K 0.14% 134
2025
Q4 		$2.16M Sell
7,289
-526
-7% -$158K 0.15% 117
2025
Q3 		$2.21M Buy
7,815
+440
+6% +$115K 0.15% 112
2025
Q2 		$2.17M Buy
7,375
+42
+0.6% +$10.8K 0.19% 105
2025
Q1 		$1.82M Buy
7,333
+1,107
+18% +$271K 0.19% 107
2024
Q4 		$1.37M Sell
6,226
-3,807
-38% -$848K 0.14% 134
2024
Q3 		$2.22M Buy
10,033
+640
+7% +$125K 0.22% 95
2024
Q2 		$1.72M Sell
9,393
-293
-3% -$50.9K 0.19% 105
2024
Q1 		$1.85M Buy
9,686
+1,535
+19% +$280K 0.22% 88
2023
Q4 		$1.33M Buy
8,151
+3,929
+93% +$594K 0.19% 114
2023
Q3 		$592K Sell
4,222
-2,344
-36% -$334K 0.12% 165
2023
Q2 		$879K Buy
6,566
+3,182
+94% +$411K 0.17% 126
2023
Q1 		$444K Buy
3,384
+120
+4% +$16.1K 0.14% 154
2022
Q4 		$460K Buy
+3,264
New +$450K 0.17% 132

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

Insigneo Advisory Services's IBM Position: Q2 2026 in Review

Insigneo Advisory Services increased its IBM (IBM) stake by 914% in Q2 2026, buying an estimated $18.7M and bringing the position to 82,135 shares worth $23.1M. The position accounts for 0.87% of the portfolio, ranked #26.

Insigneo Advisory Services first reported a position in IBM in Q4 2022 and has held it in 15 quarters since. 3,629 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Insigneo Advisory Services held 82,135 shares of IBM worth $23.1M as of Q2 2026.
  • Insigneo Advisory Services bought 74,037 IBM shares in Q2 2026, an estimated $18.7M.
  • IBM made up 0.87% of Insigneo Advisory Services's portfolio in Q2 2026, its #26 holding.
  • Insigneo Advisory Services first reported a position in IBM in Q4 2022 and has held it in 15 quarters since.
  • 3,629 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Insigneo Advisory Services's 13F filing for Q2 2026, filed 14 Aug 2026.