Purpose Unlimited Inc’s IBM IBM Stock Holding History

Purpose Unlimited Inc’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	$860K	Sell	3,057 -20	-0.6%	-$5.04K	0.03%	131
2026 Q1	$746K	Buy	3,077 +320	+12%	+$86.6K	0.03%	140
2025 Q4	$817K	Buy	+2,757	New	+$826K	0.04%	119

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 $3.38T AUM 44.17% 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

Purpose Unlimited Inc's IBM Position: Q2 2026 in Review

Purpose Unlimited Inc reduced its IBM (IBM) stake by 0.65% in Q2 2026, selling an estimated $5.04K and leaving 3,057 shares worth $860K. The position accounts for 0.03% of the portfolio, ranked #131.

Purpose Unlimited Inc first reported a position in IBM in Q4 2025 and has held it in 3 quarters since. 3,642 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

Purpose Unlimited Inc held 3,057 shares of IBM worth $860K as of Q2 2026.
Purpose Unlimited Inc sold 20 IBM shares in Q2 2026, an estimated $5.04K.
IBM made up 0.03% of Purpose Unlimited Inc's portfolio in Q2 2026, its #131 holding.
Purpose Unlimited Inc first reported a position in IBM in Q4 2025 and has held it in 3 quarters since.
3,642 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Purpose Unlimited Inc's 13F filing for Q2 2026, filed 13 Aug 2026.