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Intellus Advisors’s IBM IBM Stock Holding History

Intellus Advisors’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 		$285K Buy
1,013
+183
+22% +$46.1K 0.03% 110
2026
Q1 		$201K Buy
830
+100
+14% +$27.1K 0.03% 120
2025
Q4 		$216K Hold
730
– – 0.03% 123
2025
Q3 		$206K Sell
730
-345
-32% -$90.3K 0.03% 126
2025
Q2 		$317K Hold
1,075
– – 0.05% 104
2025
Q1 		$267K Buy
+1,075
New +$263K 0.05% 101

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 $3.38T AUM 44.17% 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

Intellus Advisors's IBM Position: Q2 2026 in Review

Intellus Advisors increased its IBM (IBM) stake by 22% in Q2 2026, buying an estimated $46.1K and bringing the position to 1,013 shares worth $285K. The position accounts for 0.03% of the portfolio, ranked #110.

Intellus Advisors first reported a position in IBM in Q1 2025 and has held it in 6 quarters since. The position peaked at $317K in Q2 2025. 3,643 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Intellus Advisors held 1,013 shares of IBM worth $285K as of Q2 2026.
  • Intellus Advisors bought 183 IBM shares in Q2 2026, an estimated $46.1K.
  • IBM made up 0.03% of Intellus Advisors's portfolio in Q2 2026, its #110 holding.
  • Intellus Advisors first reported a position in IBM in Q1 2025 and has held it in 6 quarters since.
  • Intellus Advisors's IBM position peaked at $317K in Q2 2025.
  • 3,643 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Intellus Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.