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Nalls Sherbakoff Group’s IBM IBM Stock Holding History

Nalls Sherbakoff Group’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 		$146K Sell
519
-38
-7% -$9.57K 0.1% 113
2026
Q1 		$135K Sell
557
-352
-39% -$95.2K 0.1% 121
2025
Q4 		$269K Buy
909
+340
+60% +$102K 0.19% 80
2025
Q3 		$161K Sell
569
-24
-4% -$6.28K 0.11% 114
2025
Q2 		$175K Sell
593
-25
-4% -$6.44K 0.13% 107
2025
Q1 		$154K Buy
+618
New +$151K 0.12% 103
2023
Q4 		$99.3K Hold
607
– – 0.09% 116
2023
Q3 		$85.2K Hold
607
– – 0.08% 119
2023
Q2 		$78.1K Sell
607
-100
-14% -$12.9K 0.08% 127
2023
Q1 		$91.4K Buy
+707
New +$94.6K 0.09% 119
2018
Q4 		$34K Buy
+309
New +$37.1K 0.05% 176

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 $3.38T AUM 44.17% 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

Nalls Sherbakoff Group's IBM Position: Q2 2026 in Review

Nalls Sherbakoff Group reduced its IBM (IBM) stake by 6.8% in Q2 2026, selling an estimated $9.57K and leaving 519 shares worth $146K. The position accounts for 0.1% of the portfolio, ranked #113.

Nalls Sherbakoff Group first reported a position in IBM in Q4 2018 and has held it in 11 quarters since. The position peaked at $269K in Q4 2025. 3,643 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Nalls Sherbakoff Group held 519 shares of IBM worth $146K as of Q2 2026.
  • Nalls Sherbakoff Group sold 38 IBM shares in Q2 2026, an estimated $9.57K.
  • IBM made up 0.1% of Nalls Sherbakoff Group's portfolio in Q2 2026, its #113 holding.
  • Nalls Sherbakoff Group first reported a position in IBM in Q4 2018 and has held it in 11 quarters since.
  • Nalls Sherbakoff Group's IBM position peaked at $269K in Q4 2025.
  • 3,643 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Nalls Sherbakoff Group's 13F filing for Q2 2026, filed 17 Aug 2026.