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Smartleaf Asset Management’s IBM IBM Stock Holding History

Smartleaf 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 		$4.13M Hold
14,859
– – 0.13% 135
2026
Q1 		$3.53M Buy
14,859
+485
+3% +$131K 0.13% 146
2025
Q4 		$4.34M Buy
14,374
+871
+6% +$261K 0.16% 109
2025
Q3 		$3.78M Buy
13,503
+3,405
+34% +$891K 0.23% 83
2025
Q2 		$2.93M Sell
10,098
-1,440
-12% -$371K 0.26% 78
2025
Q1 		$2.82M Buy
11,538
+1,576
+16% +$385K 0.27% 73
2024
Q4 		$2.19M Buy
9,962
+1,765
+22% +$393K 0.22% 98
2024
Q3 		$1.81M Buy
8,197
+3,526
+75% +$691K 0.22% 106
2024
Q2 		$798K Buy
4,671
+1,397
+43% +$243K 0.13% 181
2024
Q1 		$625K Buy
3,274
+758
+30% +$138K 0.12% 190
2023
Q4 		$405K Buy
+2,516
New +$380K 0.11% 193

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

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

Smartleaf Asset Management held its IBM (IBM) position steady in Q2 2026 at 14,859 shares worth $4.13M. The position accounts for 0.13% of the portfolio, ranked #135.

Smartleaf Asset Management first reported a position in IBM in Q4 2023 and has held it in 11 quarters since. The position peaked at $4.34M in Q4 2025. 3,638 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Smartleaf Asset Management held 14,859 shares of IBM worth $4.13M as of Q2 2026.
  • Smartleaf Asset Management left its IBM share count unchanged in Q2 2026.
  • IBM made up 0.13% of Smartleaf Asset Management's portfolio in Q2 2026, its #135 holding.
  • Smartleaf Asset Management first reported a position in IBM in Q4 2023 and has held it in 11 quarters since.
  • Smartleaf Asset Management's IBM position peaked at $4.34M in Q4 2025.
  • 3,638 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Smartleaf Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.