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Kensington Investment Counsel’s IBM IBM Stock Holding History

Kensington Investment Counsel’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 		$232K Buy
+825
New +$208K 0.1% 82
2026
Q1 		– Sell
-825
Closed -$244K – 94
2025
Q4 		$244K Hold
825
– – 0.1% 100
2025
Q3 		$233K Hold
825
– – 0.09% 96
2025
Q2 		$243K Buy
+825
New +$213K 0.1% 90

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

Kensington Investment Counsel's IBM Position: Q2 2026 in Review

Kensington Investment Counsel opened a new position in IBM (IBM) in Q2 2026: 825 shares worth $232K. The stake represents 0.1% of the portfolio and ranks #82 among its holdings. This is a return to the name: Kensington Investment Counsel previously reported a position in IBM as recently as Q4 2025.

Kensington Investment Counsel first reported a position in IBM in Q2 2025 and has held it in 4 quarters since. The position peaked at $244K in Q4 2025. 3,636 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Kensington Investment Counsel held 825 shares of IBM worth $232K as of Q2 2026.
  • IBM was a new Kensington Investment Counsel position in Q2 2026.
  • IBM made up 0.1% of Kensington Investment Counsel's portfolio in Q2 2026, its #82 holding.
  • Kensington Investment Counsel first reported a position in IBM in Q2 2025 and has held it in 4 quarters since.
  • Kensington Investment Counsel's IBM position peaked at $244K in Q4 2025.
  • 3,636 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Kensington Investment Counsel's 13F filing for Q2 2026, filed 14 Aug 2026.