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Matters Capital’s IBM IBM Stock Holding History

Matters Capital’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 		$208K Buy
+740
New +$186K 0.15% 73
2026
Q1 		– Sell
-740
Closed -$219K – 69
2025
Q4 		$219K Buy
+740
New +$222K 0.18% 61

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

Matters Capital's IBM Position: Q2 2026 in Review

Matters Capital opened a new position in IBM (IBM) in Q2 2026: 740 shares worth $208K. The stake represents 0.15% of the portfolio and ranks #73 among its holdings. This is a return to the name: Matters Capital previously reported a position in IBM as recently as Q4 2025.

Matters Capital first reported a position in IBM in Q4 2025 and has held it in 2 quarters since. The position peaked at $219K in Q4 2025. 3,625 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Matters Capital held 740 shares of IBM worth $208K as of Q2 2026.
  • IBM was a new Matters Capital position in Q2 2026.
  • IBM made up 0.15% of Matters Capital's portfolio in Q2 2026, its #73 holding.
  • Matters Capital first reported a position in IBM in Q4 2025 and has held it in 2 quarters since.
  • Matters Capital's IBM position peaked at $219K in Q4 2025.
  • 3,625 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Matters Capital's 13F filing for Q2 2026, filed 12 Aug 2026.