Quattro Advisors’s IBM IBM Stock Holding History

Quattro 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	$268K	Buy	+954	New	+$240K	0.18%	50
2026 Q1	–	Sell	-547	Closed	-$162K	–	278
2025 Q4	$162K	Buy	+547	New	+$164K	0.13%	57

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

Quattro Advisors's IBM Position: Q2 2026 in Review

Quattro Advisors opened a new position in IBM (IBM) in Q2 2026: 954 shares worth $268K. The stake represents 0.18% of the portfolio and ranks #50 among its holdings. This is a return to the name: Quattro Advisors previously reported a position in IBM as recently as Q4 2025.

Quattro Advisors first reported a position in IBM in Q4 2025 and has held it in 2 quarters since. 3,618 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

Quattro Advisors held 954 shares of IBM worth $268K as of Q2 2026.
IBM was a new Quattro Advisors position in Q2 2026.
IBM made up 0.18% of Quattro Advisors's portfolio in Q2 2026, its #50 holding.
Quattro Advisors first reported a position in IBM in Q4 2025 and has held it in 2 quarters since.
3,618 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Quattro Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.