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Intelligence Driven Advisers’s IBM IBM Stock Holding History

Intelligence Driven Advisers’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 		$344K Buy
+1,223
New +$308K 0.06% 96
2021
Q1 		– Sell
-2,765
Closed -$333K – 81
2020
Q4 		$333K Buy
2,765
+13
+0.5% +$1.5K 0.07% 75
2020
Q3 		$320K Hold
2,752
– – 0.08% 67
2020
Q2 		$318K Sell
2,752
-60
-2% -$6.97K 0.11% 71
2020
Q1 		$298K Buy
2,812
+39
+1% +$4.93K 0.14% 69
2019
Q4 		$355K Sell
2,773
-90
-3% -$11.7K 0.16% 63
2019
Q3 		$398K Sell
2,863
-145
-5% -$19.6K 0.19% 58
2019
Q2 		$397K Buy
3,008
+84
+3% +$11K 0.19% 67
2019
Q1 		$394K Buy
2,924
+62
+2% +$7.9K 0.22% 63
2018
Q4 		$311K Buy
+2,862
New +$344K 0.2% 74

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

Intelligence Driven Advisers's IBM Position: Q2 2026 in Review

Intelligence Driven Advisers opened a new position in IBM (IBM) in Q2 2026: 1,223 shares worth $344K. The stake represents 0.06% of the portfolio and ranks #96 among its holdings. This is a return to the name: Intelligence Driven Advisers previously reported a position in IBM as recently as Q4 2020.

Intelligence Driven Advisers first reported a position in IBM in Q4 2018 and has held it in 10 quarters since. The position peaked at $398K in Q3 2019. 3,625 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Intelligence Driven Advisers held 1,223 shares of IBM worth $344K as of Q2 2026.
  • IBM was a new Intelligence Driven Advisers position in Q2 2026.
  • IBM made up 0.06% of Intelligence Driven Advisers's portfolio in Q2 2026, its #96 holding.
  • Intelligence Driven Advisers first reported a position in IBM in Q4 2018 and has held it in 10 quarters since.
  • Intelligence Driven Advisers's IBM position peaked at $398K in Q3 2019.
  • 3,625 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Intelligence Driven Advisers's 13F filing for Q2 2026, filed 6 Aug 2026.