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Liberty One Investment Management’s IBM IBM Stock Holding History

Liberty One 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 		$468K Buy
1,665
+194
+13% +$48.9K 0.05% 126
2026
Q1 		$357K Buy
+1,471
New +$398K 0.04% 135

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

Liberty One Investment Management's IBM Position: Q2 2026 in Review

Liberty One Investment Management increased its IBM (IBM) stake by 13% in Q2 2026, buying an estimated $48.9K and bringing the position to 1,665 shares worth $468K. The position accounts for 0.05% of the portfolio, ranked #126.

Liberty One Investment Management first reported a position in IBM in Q1 2026 and has held it in 2 quarters since. 3,638 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Liberty One Investment Management held 1,665 shares of IBM worth $468K as of Q2 2026.
  • Liberty One Investment Management bought 194 IBM shares in Q2 2026, an estimated $48.9K.
  • IBM made up 0.05% of Liberty One Investment Management's portfolio in Q2 2026, its #126 holding.
  • Liberty One Investment Management first reported a position in IBM in Q1 2026 and has held it in 2 quarters since.
  • 3,638 funds tracked by Wall St. Rank held IBM as of Q2 2026.

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