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OpenArc Corporate Advisory’s IBM IBM Stock Holding History

OpenArc Corporate Advisory’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 		$5.66M Sell
20,143
-656
-3% -$165K 0.07% 149
2026
Q1 		$5.04M Buy
20,799
+1,575
+8% +$426K 0.07% 151
2025
Q4 		$5.69M Buy
+19,224
New +$5.76M 0.09% 129

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 $3.38T AUM 44.17% 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

OpenArc Corporate Advisory's IBM Position: Q2 2026 in Review

OpenArc Corporate Advisory reduced its IBM (IBM) stake by 3.2% in Q2 2026, selling an estimated $165K and leaving 20,143 shares worth $5.66M. The position accounts for 0.07% of the portfolio, ranked #149.

OpenArc Corporate Advisory first reported a position in IBM in Q4 2025 and has held it in 3 quarters since. The position peaked at $5.69M in Q4 2025. 3,643 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • OpenArc Corporate Advisory held 20,143 shares of IBM worth $5.66M as of Q2 2026.
  • OpenArc Corporate Advisory sold 656 IBM shares in Q2 2026, an estimated $165K.
  • IBM made up 0.07% of OpenArc Corporate Advisory's portfolio in Q2 2026, its #149 holding.
  • OpenArc Corporate Advisory first reported a position in IBM in Q4 2025 and has held it in 3 quarters since.
  • OpenArc Corporate Advisory's IBM position peaked at $5.69M in Q4 2025.
  • 3,643 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on OpenArc Corporate Advisory's 13F filing for Q2 2026, filed 5 Aug 2026.