Krane Funds Advisors’s IBM IBM Stock Holding History

Krane Funds Advisors’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 Q1	$547K	Buy	2,222 +532	+31%	+$144K	0.02%	121
2025 Q4	$501K	Sell	1,690 -249	-13%	-$74.6K	0.02%	106
2025 Q3	$539K	Buy	1,939 +149	+8%	+$39K	0.02%	85
2025 Q2	$528K	Buy	1,790 +180	+11%	+$46.4K	0.02%	52
2025 Q1	$400K	Sell	1,610 -92	-5%	-$22.5K	0.01%	72
2024 Q4	$374K	Sell	1,702 -121	-7%	-$26.9K	0.02%	68
2024 Q3	$403K	Buy	1,823 +1	+0.1%	+$196	0.01%	63
2024 Q2	$315K	Buy	+1,822	New	+$317K	0.01%	80
2022 Q4	–	Sell	-5,415	Closed	-$643K	–	119
2022 Q3	$643K	Sell	5,415 -138	-2%	-$18.1K	0.03%	55
2022 Q2	$784K	Buy	5,553 +4,842	+681%	+$654K	0.03%	60
2022 Q1	$92K	Sell	711 -157	-18%	-$20.5K	﹤0.01%	286
2021 Q4	$116K	Sell	868 -3,530	-80%	-$443K	﹤0.01%	287
2021 Q3	$584K	Buy	4,398 +90	+2%	+$12K	0.01%	138
2021 Q2	$604K	Buy	4,308 +595	+16%	+$81.4K	0.02%	138
2021 Q1	$473K	Buy	3,713 +1,312	+55%	+$157K	0.02%	159
2020 Q4	$289K	Buy	+2,401	New	+$277K	0.01%	238

Other funds holding IBM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return