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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
2018
Q1 		– Sell
-1,569
Closed -$8K – 610
2017
Q4 		$8K Sell
1,569
-523
-25% -$76.1K ﹤0.01% 499
2017
Q3 		$6K Buy
2,092
+732
+54% +$102K ﹤0.01% 670
2017
Q2 		$13K Buy
+1,360
New +$205K 0.01% 560

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.