Nvest Financial’s IBM IBM Stock Holding History

Nvest Financial’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	$2.41M	Buy	8,564 +6,218	+265%	+$1.57M	0.76%	37
2026 Q1	$569K	Buy	2,346 +12	+0.5%	+$3.25K	0.21%	84
2025 Q4	$691K	Buy	2,334 +471	+25%	+$141K	0.29%	71
2025 Q3	$526K	Buy	+1,863	New	+$488K	0.3%	68

Other funds holding IBM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Nvest Financial's IBM Position: Q2 2026 in Review

Nvest Financial increased its IBM (IBM) stake by 265% in Q2 2026, buying an estimated $1.57M and bringing the position to 8,564 shares worth $2.41M. The position accounts for 0.76% of the portfolio, ranked #37.

Nvest Financial first reported a position in IBM in Q3 2025 and has held it in 4 quarters since. 3,632 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

Nvest Financial held 8,564 shares of IBM worth $2.41M as of Q2 2026.
Nvest Financial bought 6,218 IBM shares in Q2 2026, an estimated $1.57M.
IBM made up 0.76% of Nvest Financial's portfolio in Q2 2026, its #37 holding.
Nvest Financial first reported a position in IBM in Q3 2025 and has held it in 4 quarters since.
3,632 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Nvest Financial's 13F filing for Q2 2026, filed 30 Jul 2026.