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Plato Investment Management’s IBM IBM Stock Holding History

Plato Investment Management’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 		$5.45M Sell
19,502
-1,664
-8% -$419K 0.31% 67
2026
Q1 		$5.13M Buy
21,166
+3,531
+20% +$955K 0.34% 63
2025
Q4 		$5.25M Sell
17,635
-261
-1% -$78.2K 0.34% 66
2025
Q3 		$5.01M Hold
17,896
– – 0.34% 63
2025
Q2 		$5.26M Buy
17,896
+2,247
+14% +$579K 0.4% 53
2025
Q1 		$3.93M Buy
15,649
+1,188
+8% +$291K 0.33% 75
2024
Q4 		$3.19M Buy
14,461
+543
+4% +$121K 0.23% 96
2024
Q3 		$3.07M Buy
13,918
+288
+2% +$56.5K 0.25% 101
2024
Q2 		$2.36M Hold
13,630
– – 0.22% 108
2024
Q1 		$2.6M Buy
13,630
+12,609
+1,235% +$2.3M 0.27% 98
2023
Q4 		$167K Buy
+1,021
New +$154K 0.2% 115

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

Plato Investment Management's IBM Position: Q2 2026 in Review

Plato Investment Management reduced its IBM (IBM) stake by 7.9% in Q2 2026, selling an estimated $419K and leaving 19,502 shares worth $5.45M. The position accounts for 0.31% of the portfolio, ranked #67.

Plato Investment Management first reported a position in IBM in Q4 2023 and has held it in 11 quarters since. 3,643 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Plato Investment Management held 19,502 shares of IBM worth $5.45M as of Q2 2026.
  • Plato Investment Management sold 1,664 IBM shares in Q2 2026, an estimated $419K.
  • IBM made up 0.31% of Plato Investment Management's portfolio in Q2 2026, its #67 holding.
  • Plato Investment Management first reported a position in IBM in Q4 2023 and has held it in 11 quarters since.
  • 3,643 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Plato Investment Management's 13F filing for Q2 2026, filed 7 Aug 2026.