Regatta Research & Money Management’s IBM IBM Stock Holding History

Regatta Research & Money 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	$147K	Buy	+524	New	+$132K	0.14%	138

Other funds holding IBM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return

Regatta Research & Money Management's IBM Position: Q2 2026 in Review

Regatta Research & Money Management opened a new position in IBM (IBM) in Q2 2026: 524 shares worth $147K. The stake represents 0.14% of the portfolio and ranks #138 among its holdings.

3,023 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

Regatta Research & Money Management held 524 shares of IBM worth $147K as of Q2 2026.
IBM was a new Regatta Research & Money Management position in Q2 2026.
IBM made up 0.14% of Regatta Research & Money Management's portfolio in Q2 2026, its #138 holding.
3,023 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Regatta Research & Money Management's 13F filing for Q2 2026, filed 12 Aug 2026.