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Nordwand Advisors’s IBM IBM Stock Holding History

Nordwand Advisors’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 		$1.47M Hold
5,220
– – 0.23% 82
2026
Q1 		$1.27M Hold
5,220
– – 0.22% 81
2025
Q4 		$1.55M Hold
5,220
– – 0.27% 74
2025
Q3 		$1.47M Buy
5,220
+176
+3% +$46.1K 0.23% 81
2025
Q2 		$1.49M Buy
5,044
+3,350
+198% +$863K 0.23% 74
2025
Q1 		$421K Hold
1,694
– – 0.16% 22
2024
Q4 		$372K Hold
1,694
– – 0.15% 19
2024
Q3 		$375K Hold
1,694
– – 0.1% 18
2024
Q2 		$293K Hold
1,694
– – 0.13% 24
2024
Q1 		$323K Hold
1,694
– – 0.13% 40
2023
Q4 		$277K Buy
1,694
+1,300
+330% +$196K 0.07% 41
2023
Q3 		$55.3K Hold
394
– – 0.01% 60
2023
Q2 		$52.7K Hold
394
– – 0.01% 62
2023
Q1 		$51.6K Buy
+394
New +$52.7K 0.01% 63

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

Nordwand Advisors's IBM Position: Q2 2026 in Review

Nordwand Advisors held its IBM (IBM) position steady in Q2 2026 at 5,220 shares worth $1.47M. The position accounts for 0.23% of the portfolio, ranked #82.

Nordwand Advisors first reported a position in IBM in Q1 2023 and has held it in 14 quarters since. The position peaked at $1.55M in Q4 2025. 3,638 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Nordwand Advisors held 5,220 shares of IBM worth $1.47M as of Q2 2026.
  • Nordwand Advisors left its IBM share count unchanged in Q2 2026.
  • IBM made up 0.23% of Nordwand Advisors's portfolio in Q2 2026, its #82 holding.
  • Nordwand Advisors first reported a position in IBM in Q1 2023 and has held it in 14 quarters since.
  • Nordwand Advisors's IBM position peaked at $1.55M in Q4 2025.
  • 3,638 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Nordwand Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.