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Monetta Financial Services’s IBM IBM Stock Holding History

Monetta Financial Services’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 		$984K Buy
+3,500
New +$882K 0.66% 53
2024
Q4 		– Sell
-4,000
Closed -$884K – 50
2024
Q3 		$884K Buy
+4,000
New +$784K 0.75% 40
2022
Q3 		– Sell
-5,000
Closed -$706K – 63
2022
Q2 		$706K Buy
+5,000
New +$675K 0.74% 27

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

Monetta Financial Services's IBM Position: Q2 2026 in Review

Monetta Financial Services opened a new position in IBM (IBM) in Q2 2026: 3,500 shares worth $984K. The stake represents 0.66% of the portfolio and ranks #53 among its holdings. This is a return to the name: Monetta Financial Services previously reported a position in IBM as recently as Q3 2024.

Monetta Financial Services first reported a position in IBM in Q2 2022 and has held it in 3 quarters since. 3,636 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Monetta Financial Services held 3,500 shares of IBM worth $984K as of Q2 2026.
  • IBM was a new Monetta Financial Services position in Q2 2026.
  • IBM made up 0.66% of Monetta Financial Services's portfolio in Q2 2026, its #53 holding.
  • Monetta Financial Services first reported a position in IBM in Q2 2022 and has held it in 3 quarters since.
  • 3,636 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Monetta Financial Services's 13F filing for Q2 2026, filed 10 Aug 2026.