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Portfolio Design Labs’s IBM IBM Stock Holding History

Portfolio Design Labs’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 		$1.66M Buy
5,910
+631
+12% +$159K 0.27% 73
2026
Q1 		$1.28M Sell
5,279
-584
-10% -$158K 0.23% 92
2025
Q4 		$1.74M Buy
5,863
+60
+1% +$18K 0.29% 85
2025
Q3 		$1.64M Buy
+5,803
New +$1.52M 0.28% 79
2025
Q2 		– Sell
-3,324
Closed -$827K – 173
2025
Q1 		$827K Sell
3,324
-593
-15% -$145K 0.17% 103
2024
Q4 		$861K Buy
3,917
+2,740
+233% +$610K 0.18% 110
2024
Q3 		$260K Buy
+1,177
New +$231K 0.07% 125
2024
Q1 		– Sell
-9,095
Closed -$1.49M – 131
2023
Q4 		$1.49M Buy
+9,095
New +$1.37M 0.56% 51

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

Portfolio Design Labs's IBM Position: Q2 2026 in Review

Portfolio Design Labs increased its IBM (IBM) stake by 12% in Q2 2026, buying an estimated $159K and bringing the position to 5,910 shares worth $1.66M. The position accounts for 0.27% of the portfolio, ranked #73.

Portfolio Design Labs first reported a position in IBM in Q4 2023 and has held it in 8 quarters since. The position peaked at $1.74M in Q4 2025. 3,629 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Portfolio Design Labs held 5,910 shares of IBM worth $1.66M as of Q2 2026.
  • Portfolio Design Labs bought 631 IBM shares in Q2 2026, an estimated $159K.
  • IBM made up 0.27% of Portfolio Design Labs's portfolio in Q2 2026, its #73 holding.
  • Portfolio Design Labs first reported a position in IBM in Q4 2023 and has held it in 8 quarters since.
  • Portfolio Design Labs's IBM position peaked at $1.74M in Q4 2025.
  • 3,629 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Portfolio Design Labs's 13F filing for Q2 2026, filed 11 Aug 2026.