Morningstar Investment Management’s IBM IBM Stock Holding History

Morningstar Investment 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	$290K	Hold	1,196	–	–	0.02%	300
2026 Q1	$290K	Hold	1,196	–	–	0.02%	298
2025 Q4	$354K	Sell	1,196 -15	-1%	-$4.49K	0.02%	300
2025 Q3	$342K	Buy	1,211 +150	+14%	+$39.3K	0.01%	454
2025 Q2	$313K	Buy	+1,061	New	+$273K	0.03%	161
2025 Q1	–	Sell	-1,371	Closed	-$301K	–	143
2024 Q4	$301K	Sell	1,371 -365	-21%	-$81.3K	0.02%	162
2024 Q3	$408K	Sell	1,736 -855	-33%	-$168K	0.04%	148
2024 Q2	$448K	Sell	2,591 -723	-22%	-$126K	0.05%	131
2024 Q1	$633K	Hold	3,314	–	–	0.07%	114
2023 Q4	$542K	Sell	3,314 -8,613	-72%	-$1.3M	0.06%	121
2023 Q3	$1.67M	Sell	11,927 -75	-0.6%	-$10.7K	0.23%	41
2023 Q2	$1.61M	Buy	12,002 +7,864	+190%	+$1.01M	0.21%	42
2023 Q1	$542K	Buy	4,138 +438	+12%	+$58.6K	0.08%	54
2022 Q4	$521K	Buy	+3,700	New	+$510K	0.09%	56

Other funds holding IBM

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

SMDAM

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Morningstar Investment Management's IBM Position: Q2 2026 in Review

Morningstar Investment Management held its IBM (IBM) position steady in Q2 2026 at 1,196 shares worth $290K. The position accounts for 0.02% of the portfolio, ranked #300.

Morningstar Investment Management first reported a position in IBM in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.67M in Q3 2023. 1,355 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

Morningstar Investment Management held 1,196 shares of IBM worth $290K as of Q2 2026.
Morningstar Investment Management left its IBM share count unchanged in Q2 2026.
IBM made up 0.02% of Morningstar Investment Management's portfolio in Q2 2026, its #300 holding.
Morningstar Investment Management first reported a position in IBM in Q4 2022 and has held it in 14 quarters since.
Morningstar Investment Management's IBM position peaked at $1.67M in Q3 2023.
1,355 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Morningstar Investment Management's 13F filing for Q2 2026, filed 21 Jul 2026.