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Investment Research Partners’s IBM IBM Stock Holding History

Investment Research 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 		$2.12M Buy
7,527
+1,078
+17% +$272K 0.72% 31
2026
Q1 		$1.56M Sell
6,449
-304
-5% -$82.3K 0.64% 29
2025
Q4 		$2M Sell
6,753
-37
-0.5% -$11.1K 0.86% 21
2025
Q3 		$2.09M Buy
+6,790
New +$1.78M 0.94% 18

Other funds holding IBM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Amundi
Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Investment Research Partners's IBM Position: Q2 2026 in Review

Investment Research Partners increased its IBM (IBM) stake by 17% in Q2 2026, buying an estimated $272K and bringing the position to 7,527 shares worth $2.12M. The position accounts for 0.72% of the portfolio, ranked #31.

Investment Research Partners first reported a position in IBM in Q3 2025 and has held it in 4 quarters since. 2,952 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Investment Research Partners held 7,527 shares of IBM worth $2.12M as of Q2 2026.
  • Investment Research Partners bought 1,078 IBM shares in Q2 2026, an estimated $272K.
  • IBM made up 0.72% of Investment Research Partners's portfolio in Q2 2026, its #31 holding.
  • Investment Research Partners first reported a position in IBM in Q3 2025 and has held it in 4 quarters since.
  • 2,952 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Investment Research Partners's 13F filing for Q2 2026, filed 4 Aug 2026.