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Patron Partners’s IBM IBM Stock Holding History

Patron 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
Q2 		$798K Sell
2,839
-222
-7% -$55.9K 0.31% 86
2026
Q1 		$742K Buy
3,061
+1,394
+84% +$377K 0.33% 82
2025
Q4 		$494K Buy
1,667
+228
+16% +$68.3K 0.22% 117
2025
Q3 		$406K Buy
1,439
+10
+0.7% +$2.62K 0.18% 127
2025
Q2 		$421K Buy
1,429
+154
+12% +$39.7K 0.21% 121
2025
Q1 		$317K Buy
+1,275
New +$312K 0.17% 132
2022
Q2 		– Sell
-1,611
Closed -$209K – 174
2022
Q1 		$209K Sell
1,611
-250
-13% -$32.6K 0.14% 153
2021
Q4 		$249K Buy
1,861
+280
+18% +$35.1K 0.16% 142
2021
Q3 		$209K Buy
+1,581
New +$211K 0.15% 157

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

Patron Partners's IBM Position: Q2 2026 in Review

Patron Partners reduced its IBM (IBM) stake by 7.3% in Q2 2026, selling an estimated $55.9K and leaving 2,839 shares worth $798K. The position accounts for 0.31% of the portfolio, ranked #86.

Patron Partners first reported a position in IBM in Q3 2021 and has held it in 9 quarters since. 3,629 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Patron Partners held 2,839 shares of IBM worth $798K as of Q2 2026.
  • Patron Partners sold 222 IBM shares in Q2 2026, an estimated $55.9K.
  • IBM made up 0.31% of Patron Partners's portfolio in Q2 2026, its #86 holding.
  • Patron Partners first reported a position in IBM in Q3 2021 and has held it in 9 quarters since.
  • 3,629 funds tracked by Wall St. Rank held IBM as of Q2 2026.

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