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Regatta Capital Group’s IBM IBM Stock Holding History

Regatta Capital Group’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 		$266K Hold
945
– – 0.04% 189
2026
Q1 		$229K Sell
945
-16
-2% -$4.33K 0.03% 195
2025
Q4 		$285K Buy
961
+6
+0.6% +$1.8K 0.04% 173
2025
Q3 		$269K Buy
955
+10
+1% +$2.62K 0.04% 186
2025
Q2 		$278K Sell
945
-12
-1% -$3.09K 0.05% 183
2025
Q1 		$238K Hold
957
– – 0.05% 171
2024
Q4 		$210K Sell
957
-8
-0.8% -$1.78K 0.04% 178
2024
Q3 		$213K Buy
+965
New +$189K 0.04% 182

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

Regatta Capital Group's IBM Position: Q2 2026 in Review

Regatta Capital Group held its IBM (IBM) position steady in Q2 2026 at 945 shares worth $266K. The position accounts for 0.04% of the portfolio, ranked #189.

Regatta Capital Group first reported a position in IBM in Q3 2024 and has held it in 8 quarters since. The position peaked at $285K in Q4 2025. 3,640 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Regatta Capital Group held 945 shares of IBM worth $266K as of Q2 2026.
  • Regatta Capital Group left its IBM share count unchanged in Q2 2026.
  • IBM made up 0.04% of Regatta Capital Group's portfolio in Q2 2026, its #189 holding.
  • Regatta Capital Group first reported a position in IBM in Q3 2024 and has held it in 8 quarters since.
  • Regatta Capital Group's IBM position peaked at $285K in Q4 2025.
  • 3,640 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Regatta Capital Group's 13F filing for Q2 2026, filed 12 Aug 2026.