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Nancy E. Dempze’s IBM IBM Stock Holding History

Nancy E. Dempze’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 		$1.23M Sell
4,360
-1,100
-20% -$277K 0.59% 43
2026
Q1 		$1.32M Sell
5,460
-300
-5% -$81.2K 0.73% 38
2025
Q4 		$1.71M Buy
5,760
+2,000
+53% +$599K 0.89% 33
2025
Q3 		$1.06M Hold
3,760
– – 0.58% 46
2025
Q2 		$1.11M Hold
3,760
– – 0.64% 40
2025
Q1 		$935K Hold
3,760
– – 0.56% 44
2024
Q4 		$827K Hold
3,760
– – 0.48% 53
2024
Q3 		$831K Buy
3,760
+2,460
+189% +$482K 0.46% 53
2024
Q2 		$225K Buy
+1,300
New +$226K 0.15% 75

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

Nancy E. Dempze's IBM Position: Q2 2026 in Review

Nancy E. Dempze reduced its IBM (IBM) stake by 20% in Q2 2026, selling an estimated $277K and leaving 4,360 shares worth $1.23M. The position accounts for 0.59% of the portfolio, ranked #43.

Nancy E. Dempze first reported a position in IBM in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.71M in Q4 2025. 3,629 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Nancy E. Dempze held 4,360 shares of IBM worth $1.23M as of Q2 2026.
  • Nancy E. Dempze sold 1,100 IBM shares in Q2 2026, an estimated $277K.
  • IBM made up 0.59% of Nancy E. Dempze's portfolio in Q2 2026, its #43 holding.
  • Nancy E. Dempze first reported a position in IBM in Q2 2024 and has held it in 9 quarters since.
  • Nancy E. Dempze's IBM position peaked at $1.71M in Q4 2025.
  • 3,629 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Nancy E. Dempze's 13F filing for Q2 2026, filed 13 Aug 2026.