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NorthRock Partners’s IBM IBM Stock Holding History

NorthRock Partners’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
Q1 		– Sell
-100
Closed -$29.6K – 705
2025
Q4 		$29.6K Buy
+100
New +$29.9K ﹤0.01% 613

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

NorthRock Partners's IBM Position: Q2 2026 in Review

NorthRock Partners increased its IBM (IBM) stake by 11% in Q2 2026, buying an estimated $487K and bringing the position to 19,231 shares worth $5.41M. The position accounts for 0.08% of the portfolio, ranked #122.

NorthRock Partners first reported a position in IBM in Q4 2014 and has held it in 33 quarters since. The position peaked at $7.3M in Q3 2025. 3,637 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • NorthRock Partners held 19,231 shares of IBM worth $5.41M as of Q2 2026.
  • NorthRock Partners bought 1,933 IBM shares in Q2 2026, an estimated $487K.
  • IBM made up 0.08% of NorthRock Partners's portfolio in Q2 2026, its #122 holding.
  • NorthRock Partners first reported a position in IBM in Q4 2014 and has held it in 33 quarters since.
  • NorthRock Partners's IBM position peaked at $7.3M in Q3 2025.
  • 3,637 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on NorthRock Partners's 13F filing for Q2 2026, filed 11 Aug 2026.