Perennial Advisors’s IBM IBM Stock Holding History

Perennial Advisors’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	$693K	Buy	2,465 +1,040	+73%	+$262K	0.11%	88
2026 Q1	$345K	Hold	1,425	–	–	0.06%	98
2025 Q4	$422K	Sell	1,425 -30	-2%	-$8.98K	0.07%	91
2025 Q3	$411K	Buy	+1,455	New	+$381K	0.07%	92
2021 Q3	–	Sell	-547	Closed	-$77K	–	156
2021 Q2	$77K	Buy	547 +7	+1%	+$957	0.02%	125
2021 Q1	$69K	Buy	540 +110	+26%	+$13.2K	0.02%	129
2020 Q4	$52K	Buy	+430	New	+$49.7K	0.02%	137
2020 Q2	–	Sell	-2,112	Closed	-$224K	–	228
2020 Q1	$224K	Buy	+2,112	New	+$267K	0.12%	78
2018 Q4	–	Sell	-183	Closed	-$26K	–	218
2018 Q3	$26K	Hold	183	–	–	0.02%	131
2018 Q2	$24K	Hold	183	–	–	0.01%	135
2018 Q1	$27K	Hold	183	–	–	0.02%	123
2017 Q4	$27K	Hold	183	–	–	0.02%	132
2017 Q3	$25K	Hold	183	–	–	0.02%	121
2017 Q2	$27K	Hold	183	–	–	0.02%	120
2017 Q1	$30K	Hold	183	–	–	0.02%	108
2016 Q4	$29K	Buy	+183	New	+$27.9K	0.02%	108

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

Perennial Advisors's IBM Position: Q2 2026 in Review

Perennial Advisors increased its IBM (IBM) stake by 73% in Q2 2026, buying an estimated $262K and bringing the position to 2,465 shares worth $693K. The position accounts for 0.11% of the portfolio, ranked #88.

Perennial Advisors first reported a position in IBM in Q4 2016 and has held it in 16 quarters since. 3,625 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

Perennial Advisors held 2,465 shares of IBM worth $693K as of Q2 2026.
Perennial Advisors bought 1,040 IBM shares in Q2 2026, an estimated $262K.
IBM made up 0.11% of Perennial Advisors's portfolio in Q2 2026, its #88 holding.
Perennial Advisors first reported a position in IBM in Q4 2016 and has held it in 16 quarters since.
3,625 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Perennial Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.