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NEOS Investment Management’s IBM IBM Stock Holding History

NEOS 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 		$42.6M Buy
151,373
+16,708
+12% +$4.21M 0.16% 110
2026
Q1 		$32.6M Buy
134,665
+6,354
+5% +$1.72M 0.17% 108
2025
Q4 		$38M Buy
128,311
+13,916
+12% +$4.17M 0.22% 84
2025
Q3 		$32.3M Buy
114,395
+38,973
+52% +$10.2M 0.24% 75
2025
Q2 		$22.2M Buy
75,422
+16,053
+27% +$4.14M 0.28% 68
2025
Q1 		$14.8M Buy
59,369
+11,281
+23% +$2.76M 0.28% 71
2024
Q4 		$10.6M Buy
48,088
+5,176
+12% +$1.15M 0.25% 76
2024
Q3 		$9.49M Buy
42,912
+8,932
+26% +$1.75M 0.29% 73
2024
Q2 		$5.88M Buy
33,980
+10,956
+48% +$1.9M 0.24% 76
2024
Q1 		$4.4M Buy
23,024
+5,879
+34% +$1.07M 0.27% 74
2023
Q4 		$2.8M Buy
17,145
+2,840
+20% +$429K 0.27% 73
2023
Q3 		$2.01M Buy
+14,305
New +$2.04M 0.26% 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

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

NEOS Investment Management increased its IBM (IBM) stake by 12% in Q2 2026, buying an estimated $4.21M and bringing the position to 151,373 shares worth $42.6M. The position accounts for 0.16% of the portfolio, ranked #110.

NEOS Investment Management first reported a position in IBM in Q3 2023 and has held it in 12 quarters since. 3,614 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • NEOS Investment Management held 151,373 shares of IBM worth $42.6M as of Q2 2026.
  • NEOS Investment Management bought 16,708 IBM shares in Q2 2026, an estimated $4.21M.
  • IBM made up 0.16% of NEOS Investment Management's portfolio in Q2 2026, its #110 holding.
  • NEOS Investment Management first reported a position in IBM in Q3 2023 and has held it in 12 quarters since.
  • 3,614 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on NEOS Investment Management's 13F filing for Q2 2026, filed 11 Aug 2026.