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Modus Advisors’s IBM IBM Stock Holding History

Modus 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 		$3.44M Buy
12,220
+1,568
+15% +$395K 0.85% 45
2026
Q1 		$2.58M Buy
10,652
+4,756
+81% +$1.29M 0.71% 54
2025
Q4 		$1.75M Buy
+5,896
New +$1.77M 0.46% 63
2025
Q1 		– Sell
-181
Closed -$39.8K – 191
2024
Q4 		$39.8K Buy
+181
New +$40.3K 0.01% 162
2021
Q3 		– Sell
-384
Closed -$54K – 157
2021
Q2 		$54K Buy
+384
New +$52.5K 0.02% 150

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

Modus Advisors's IBM Position: Q2 2026 in Review

Modus Advisors increased its IBM (IBM) stake by 15% in Q2 2026, buying an estimated $395K and bringing the position to 12,220 shares worth $3.44M. The position accounts for 0.85% of the portfolio, ranked #45.

Modus Advisors first reported a position in IBM in Q2 2021 and has held it in 5 quarters since. 3,625 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Modus Advisors held 12,220 shares of IBM worth $3.44M as of Q2 2026.
  • Modus Advisors bought 1,568 IBM shares in Q2 2026, an estimated $395K.
  • IBM made up 0.85% of Modus Advisors's portfolio in Q2 2026, its #45 holding.
  • Modus Advisors first reported a position in IBM in Q2 2021 and has held it in 5 quarters since.
  • 3,625 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Modus Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.