KTF Investments’s IBM IBM Stock Holding History

KTF Investments’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	–	Sell	-1,000	Closed	-$242K	–	96
2026 Q1	$242K	Hold	1,000	–	–	0.04%	79
2025 Q4	$296K	Buy	+1,000	New	+$299K	0.05%	74

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

KTF Investments's IBM Position: Q2 2026 in Review

KTF Investments sold out of IBM (IBM) in Q2 2026, closing a stake of 1,000 shares — an estimated $242K sold.

KTF Investments first reported a position in IBM in Q4 2025 and held it in 2 quarters. The position peaked at $296K in Q4 2025. 3,612 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

KTF Investments reported no remaining IBM position as of Q2 2026 after selling out during the quarter.
KTF Investments sold 1,000 IBM shares in Q2 2026, an estimated $242K.
KTF Investments first reported a position in IBM in Q4 2025 and held it in 2 quarters.
KTF Investments's IBM position peaked at $296K in Q4 2025.
3,612 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on KTF Investments's 13F filing for Q2 2026, filed 10 Aug 2026.