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IBM icon

INVST’s IBM IBM Stock Holding History

INVST’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 		$366K Sell
1,300
-1,328
-51% -$335K 0.04% 285
2026
Q1 		$637K Buy
2,628
+1,458
+125% +$395K 0.07% 232
2025
Q4 		$347K Buy
1,170
+51
+5% +$15.3K 0.04% 259
2025
Q3 		$316K Sell
1,119
-81
-7% -$21.2K 0.04% 265
2025
Q2 		$354K Buy
+1,200
New +$309K 0.04% 249
2024
Q3 		– Sell
-6,551
Closed -$1.15M – 272
2024
Q2 		$1.15M Buy
6,551
+33
+0.5% +$5.73K 0.13% 95
2024
Q1 		$1.24M Sell
6,518
-3
-0% -$547 0.15% 88
2023
Q4 		$1.2M Buy
6,521
+12
+0.2% +$1.81K 0.15% 87
2023
Q3 		$913K Buy
6,509
+61
+0.9% +$8.68K 0.13% 97
2023
Q2 		$863K Sell
6,448
-1
-0% -$129 0.12% 94
2023
Q1 		$819K Sell
6,449
-345
-5% -$46.2K 0.13% 98
2022
Q4 		$915K Sell
6,794
-9
-0.1% -$1.24K 0.14% 84
2022
Q3 		$801K Sell
6,803
-4
-0.1% -$525 0.14% 88
2022
Q2 		$895K Sell
6,807
-84
-1% -$11.3K 0.14% 84
2022
Q1 		$926K Buy
+6,891
New +$899K 0.15% 73
2021
Q2 		– Sell
-2,176
Closed -$295K – 206
2021
Q1 		$295K Sell
2,176
-1,563
-42% -$187K 0.05% 151
2020
Q4 		$450K Buy
3,739
+639
+21% +$73.9K 0.08% 119
2020
Q3 		$359K Buy
3,100
+172
+6% +$20.3K 0.08% 102
2020
Q2 		$332K Buy
2,928
+660
+29% +$76.7K 0.1% 95
2020
Q1 		$228K Buy
+2,268
New +$287K 0.09% 84

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

INVST's IBM Position: Q2 2026 in Review

INVST reduced its IBM (IBM) stake by 51% in Q2 2026, selling an estimated $335K and leaving 1,300 shares worth $366K. The position accounts for 0.04% of the portfolio, ranked #285.

INVST first reported a position in IBM in Q1 2020 and has held it in 20 quarters since. The position peaked at $1.24M in Q1 2024. 3,630 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • INVST held 1,300 shares of IBM worth $366K as of Q2 2026.
  • INVST sold 1,328 IBM shares in Q2 2026, an estimated $335K.
  • IBM made up 0.04% of INVST's portfolio in Q2 2026, its #285 holding.
  • INVST first reported a position in IBM in Q1 2020 and has held it in 20 quarters since.
  • INVST's IBM position peaked at $1.24M in Q1 2024.
  • 3,630 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on INVST's 13F filing for Q2 2026, filed 14 Aug 2026.