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Minot DeBlois Advisors’s IBM IBM Stock Holding History

Minot DeBlois 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
Q2 		$117K Sell
415
-404
-49% -$102K 0.1% 83
2026
Q1 		$199K Sell
819
-100
-11% -$27.1K 0.18% 76
2025
Q4 		$272K Buy
919
+404
+78% +$121K 0.24% 72
2025
Q3 		$145K Sell
515
-60
-10% -$15.7K 0.13% 81
2025
Q2 		$170K Sell
575
-25
-4% -$6.44K 0.16% 77
2025
Q1 		$149K Sell
600
-25
-4% -$6.12K 0.15% 78
2024
Q4 		$137K Buy
+625
New +$139K 0.13% 83

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

Minot DeBlois Advisors's IBM Position: Q2 2026 in Review

Minot DeBlois Advisors reduced its IBM (IBM) stake by 49% in Q2 2026, selling an estimated $102K and leaving 415 shares worth $117K. The position accounts for 0.1% of the portfolio, ranked #83.

Minot DeBlois Advisors first reported a position in IBM in Q4 2024 and has held it in 7 quarters since. The position peaked at $272K in Q4 2025. 3,629 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Minot DeBlois Advisors held 415 shares of IBM worth $117K as of Q2 2026.
  • Minot DeBlois Advisors sold 404 IBM shares in Q2 2026, an estimated $102K.
  • IBM made up 0.1% of Minot DeBlois Advisors's portfolio in Q2 2026, its #83 holding.
  • Minot DeBlois Advisors first reported a position in IBM in Q4 2024 and has held it in 7 quarters since.
  • Minot DeBlois Advisors's IBM position peaked at $272K in Q4 2025.
  • 3,629 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Minot DeBlois Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.