IVP
IBM icon

Intrinsic Value Partners’s IBM IBM Stock Holding History

Intrinsic Value 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 		$226K Buy
+805
New +$203K 0.15% 72
2026
Q1 		– Sell
-805
Closed -$238K – 70
2025
Q4 		$238K Hold
805
– – 0.18% 67
2025
Q3 		$227K Hold
805
– – 0.18% 65
2025
Q2 		$237K Buy
+805
New +$207K 0.21% 62

Other funds holding IBM

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
EOJOAM
E. Ohman J:or Asset Management Stockholm, Sweden $4.3B AUM 29.55% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM

Intrinsic Value Partners's IBM Position: Q2 2026 in Review

Intrinsic Value Partners opened a new position in IBM (IBM) in Q2 2026: 805 shares worth $226K. The stake represents 0.15% of the portfolio and ranks #72 among its holdings. This is a return to the name: Intrinsic Value Partners previously reported a position in IBM as recently as Q4 2025.

Intrinsic Value Partners first reported a position in IBM in Q2 2025 and has held it in 4 quarters since. The position peaked at $238K in Q4 2025. 682 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Intrinsic Value Partners held 805 shares of IBM worth $226K as of Q2 2026.
  • IBM was a new Intrinsic Value Partners position in Q2 2026.
  • IBM made up 0.15% of Intrinsic Value Partners's portfolio in Q2 2026, its #72 holding.
  • Intrinsic Value Partners first reported a position in IBM in Q2 2025 and has held it in 4 quarters since.
  • Intrinsic Value Partners's IBM position peaked at $238K in Q4 2025.
  • 682 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Intrinsic Value Partners's 13F filing for Q2 2026, filed 14 Jul 2026.