Range Advisory, LLC’s IBM IBM Stock Holding History

Range Advisory, LLC’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	$444K	Buy	1,580 +511	+48%	+$129K	0.05%	174
2026 Q1	$259K	Buy	1,069 +231	+28%	+$62.5K	0.05%	216
2025 Q4	$248K	Buy	+838	New	+$251K	0.06%	163

Other funds holding IBM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Range Advisory, LLC's IBM Position: Q2 2026 in Review

Range Advisory, LLC increased its IBM (IBM) stake by 48% in Q2 2026, buying an estimated $129K and bringing the position to 1,580 shares worth $444K. The position accounts for 0.05% of the portfolio, ranked #174.

Range Advisory, LLC first reported a position in IBM in Q4 2025 and has held it in 3 quarters since. 3,629 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

Range Advisory, LLC held 1,580 shares of IBM worth $444K as of Q2 2026.
Range Advisory, LLC bought 511 IBM shares in Q2 2026, an estimated $129K.
IBM made up 0.05% of Range Advisory, LLC's portfolio in Q2 2026, its #174 holding.
Range Advisory, LLC first reported a position in IBM in Q4 2025 and has held it in 3 quarters since.
3,629 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Range Advisory, LLC's 13F filing for Q2 2026, filed 2 Sep 2026.