IP
IBM icon

Intellectus Partners’s IBM IBM Stock Holding History

Intellectus 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 		$2.76M Buy
9,810
+3,175
+48% +$800K 0.48% 46
2026
Q1 		$1.61M Buy
6,635
+3,548
+115% +$960K 0.33% 79
2025
Q4 		$914K Sell
3,087
-2,419
-44% -$724K 0.18% 145
2025
Q3 		$1.55M Buy
5,506
+2,474
+82% +$648K 0.3% 88
2025
Q2 		$894K Hold
3,032
– – 0.19% 139
2025
Q1 		$754K Sell
3,032
-16
-0.5% -$3.91K 0.19% 148
2024
Q4 		$670K Sell
3,048
-1,905
-38% -$424K 0.15% 170
2024
Q3 		$1.1M Buy
4,953
+158
+3% +$31K 0.28% 107
2024
Q2 		$829K Buy
4,795
+1,750
+57% +$304K 0.23% 123
2024
Q1 		$581K Buy
+3,045
New +$556K 0.15% 171
2023
Q2 		– Sell
-4,225
Closed -$554K – 272
2023
Q1 		$554K Buy
+4,225
New +$565K 0.17% 160
2019
Q2 		– Sell
-312
Closed -$42K – 285
2019
Q1 		$42K Hold
312
– – 0.02% 265
2018
Q4 		$34K Sell
312
-20,890
-99% -$2.51M 0.02% 164
2018
Q3 		$3.06M Sell
21,202
-7,680
-27% -$1.07M 1.07% 15
2018
Q2 		$3.86M Buy
28,882
+2,232
+8% +$311K 1.41% 10
2018
Q1 		$3.91M Sell
26,650
-657
-2% -$99.4K 1.34% 10
2017
Q4 		$4M Buy
27,307
+2,057
+8% +$299K 1.49% 9
2017
Q3 		$3.5M Buy
25,250
+1,718
+7% +$239K 1.45% 8
2017
Q2 		$3.46M Buy
23,532
+5,941
+34% +$896K 1.56% 7
2017
Q1 		$2.93M Buy
17,591
+1,565
+10% +$262K 1.49% 9
2016
Q4 		$2.54M Buy
+16,026
New +$2.44M 1.32% 11

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

Intellectus Partners's IBM Position: Q2 2026 in Review

Intellectus Partners increased its IBM (IBM) stake by 48% in Q2 2026, buying an estimated $800K and bringing the position to 9,810 shares worth $2.76M. The position accounts for 0.48% of the portfolio, ranked #46.

Intellectus Partners first reported a position in IBM in Q4 2016 and has held it in 21 quarters since. The position peaked at $4M in Q4 2017. 3,625 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Intellectus Partners held 9,810 shares of IBM worth $2.76M as of Q2 2026.
  • Intellectus Partners bought 3,175 IBM shares in Q2 2026, an estimated $800K.
  • IBM made up 0.48% of Intellectus Partners's portfolio in Q2 2026, its #46 holding.
  • Intellectus Partners first reported a position in IBM in Q4 2016 and has held it in 21 quarters since.
  • Intellectus Partners's IBM position peaked at $4M in Q4 2017.
  • 3,625 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Intellectus Partners's 13F filing for Q2 2026, filed 12 Aug 2026.