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Optimist Retirement Group’s IBM IBM Stock Holding History

Optimist Retirement Group’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 		$2.77M Buy
9,845
+91
+0.9% +$22.9K 1.07% 21
2026
Q1 		$2.36M Sell
9,754
-266
-3% -$72K 1.04% 31
2025
Q4 		$2.97M Sell
10,020
-49
-0.5% -$14.7K 1.36% 14
2025
Q3 		$2.84M Buy
10,069
+146
+1% +$38.2K 1.28% 13
2025
Q2 		$2.93M Sell
9,923
-202
-2% -$52K 1.4% 11
2025
Q1 		$2.52M Sell
10,125
-1,758
-15% -$430K 1.26% 16
2024
Q4 		$2.61M Sell
11,883
-242
-2% -$53.9K 1.24% 14
2024
Q3 		$2.68M Buy
12,125
+72
+0.6% +$14.1K 1.21% 17
2024
Q2 		$2.08M Sell
12,053
-521
-4% -$90.5K 1.1% 25
2024
Q1 		$2.4M Sell
12,574
-1,060
-8% -$193K 1.23% 15
2023
Q4 		$2.23M Buy
+13,634
New +$2.06M 1.45% 15

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

Optimist Retirement Group's IBM Position: Q2 2026 in Review

Optimist Retirement Group increased its IBM (IBM) stake by 0.93% in Q2 2026, buying an estimated $22.9K and bringing the position to 9,845 shares worth $2.77M. The position accounts for 1.07% of the portfolio, ranked #21.

Optimist Retirement Group first reported a position in IBM in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.97M in Q4 2025. 3,643 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Optimist Retirement Group held 9,845 shares of IBM worth $2.77M as of Q2 2026.
  • Optimist Retirement Group bought 91 IBM shares in Q2 2026, an estimated $22.9K.
  • IBM made up 1.07% of Optimist Retirement Group's portfolio in Q2 2026, its #21 holding.
  • Optimist Retirement Group first reported a position in IBM in Q4 2023 and has held it in 11 quarters since.
  • Optimist Retirement Group's IBM position peaked at $2.97M in Q4 2025.
  • 3,643 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Optimist Retirement Group's 13F filing for Q2 2026, filed 10 Aug 2026.