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Kestra Investment Management’s IBM IBM Stock Holding History

Kestra Investment Management’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 		$218K Sell
776
-260
-25% -$65.5K ﹤0.01% 500
2026
Q1 		$251K Buy
+1,036
New +$280K ﹤0.01% 398
2025
Q4 		– Sell
-1,963
Closed -$554K – 449
2025
Q3 		$554K Sell
1,963
-1,351
-41% -$354K 0.01% 263
2025
Q2 		$977K Sell
3,314
-404
-11% -$104K 0.03% 193
2025
Q1 		$925K Buy
3,718
+421
+13% +$103K 0.03% 181
2024
Q4 		$725K Buy
3,297
+256
+8% +$57K 0.03% 181
2024
Q3 		$672K Buy
+3,041
New +$596K 0.03% 164

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 $3.38T AUM 44.17% 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

Kestra Investment Management's IBM Position: Q2 2026 in Review

Kestra Investment Management reduced its IBM (IBM) stake by 25% in Q2 2026, selling an estimated $65.5K and leaving 776 shares worth $218K. The position accounts for ﹤0.01% of the portfolio, ranked #500.

Kestra Investment Management first reported a position in IBM in Q3 2024 and has held it in 7 quarters since. The position peaked at $977K in Q2 2025. 3,643 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Kestra Investment Management held 776 shares of IBM worth $218K as of Q2 2026.
  • Kestra Investment Management sold 260 IBM shares in Q2 2026, an estimated $65.5K.
  • IBM made up ﹤0.01% of Kestra Investment Management's portfolio in Q2 2026, its #500 holding.
  • Kestra Investment Management first reported a position in IBM in Q3 2024 and has held it in 7 quarters since.
  • Kestra Investment Management's IBM position peaked at $977K in Q2 2025.
  • 3,643 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Kestra Investment Management's 13F filing for Q2 2026, filed 5 Aug 2026.