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Interchange Capital Partners’s IBM IBM Stock Holding History

Interchange Capital 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 		$1.33M Buy
4,730
+772
+20% +$195K 0.25% 96
2026
Q1 		$982K Sell
3,958
-1,668
-30% -$451K 0.31% 79
2025
Q4 		$1.67M Buy
5,626
+147
+3% +$44K 0.31% 67
2025
Q3 		$1.55M Buy
5,479
+558
+11% +$146K 0.3% 66
2025
Q2 		$1.45M Buy
4,921
+96
+2% +$24.7K 0.34% 62
2025
Q1 		$1.2M Buy
4,825
+1,028
+27% +$251K 0.34% 66
2024
Q4 		$835K Hold
3,797
– – 0.3% 89
2024
Q3 		$839K Sell
3,797
-535
-12% -$105K 0.3% 91
2024
Q2 		$749K Buy
+4,332
New +$753K 0.27% 94
2023
Q2 		– Sell
-3,377
Closed -$443K – 180
2023
Q1 		$443K Buy
+3,377
New +$452K 0.24% 104
2021
Q4 		– Sell
-3,962
Closed -$526K – 162
2021
Q3 		$526K Buy
3,962
+3
+0.1% +$401 0.88% 40
2021
Q2 		$554K Buy
3,959
+85
+2% +$11.6K 0.86% 38
2021
Q1 		$493K Sell
3,874
-28
-0.7% -$3.35K 0.27% 122
2020
Q4 		$469K Buy
+3,902
New +$451K 0.25% 107

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

Interchange Capital Partners's IBM Position: Q2 2026 in Review

Interchange Capital Partners increased its IBM (IBM) stake by 20% in Q2 2026, buying an estimated $195K and bringing the position to 4,730 shares worth $1.33M. The position accounts for 0.25% of the portfolio, ranked #96.

Interchange Capital Partners first reported a position in IBM in Q4 2020 and has held it in 14 quarters since. The position peaked at $1.67M in Q4 2025. 3,629 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Interchange Capital Partners held 4,730 shares of IBM worth $1.33M as of Q2 2026.
  • Interchange Capital Partners bought 772 IBM shares in Q2 2026, an estimated $195K.
  • IBM made up 0.25% of Interchange Capital Partners's portfolio in Q2 2026, its #96 holding.
  • Interchange Capital Partners first reported a position in IBM in Q4 2020 and has held it in 14 quarters since.
  • Interchange Capital Partners's IBM position peaked at $1.67M in Q4 2025.
  • 3,629 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Interchange Capital Partners's 13F filing for Q2 2026, filed 20 Jul 2026.