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Sherman Asset Management’s IBM IBM Stock Holding History

Sherman Asset 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 		$13.2K Buy
47
+14
+42% +$3.53K 0.01% 114
2026
Q1 		$8K Buy
+33
New +$8.93K 0.01% 136
2025
Q1 		– Sell
-6
Closed -$1.32K – 165
2024
Q4 		$1.32K Buy
+6
New +$1.34K ﹤0.01% 152

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

Sherman Asset Management's IBM Position: Q2 2026 in Review

Sherman Asset Management increased its IBM (IBM) stake by 42% in Q2 2026, buying an estimated $3.53K and bringing the position to 47 shares worth $13.2K. The position accounts for 0.01% of the portfolio, ranked #114.

Sherman Asset Management first reported a position in IBM in Q4 2024 and has held it in 3 quarters since. 3,629 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Sherman Asset Management held 47 shares of IBM worth $13.2K as of Q2 2026.
  • Sherman Asset Management bought 14 IBM shares in Q2 2026, an estimated $3.53K.
  • IBM made up 0.01% of Sherman Asset Management's portfolio in Q2 2026, its #114 holding.
  • Sherman Asset Management first reported a position in IBM in Q4 2024 and has held it in 3 quarters since.
  • 3,629 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Sherman Asset Management's 13F filing for Q2 2026, filed 5 Aug 2026.