South Shore Capital Advisors’s IBM IBM Stock Holding History

South Shore Capital 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	$789K	Buy	+2,807	New	+$707K	0.53%	43

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

South Shore Capital Advisors's IBM Position: Q2 2026 in Review

South Shore Capital Advisors opened a new position in IBM (IBM) in Q2 2026: 2,807 shares worth $789K. The stake represents 0.53% of the portfolio and ranks #43 among its holdings.

3,618 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

South Shore Capital Advisors held 2,807 shares of IBM worth $789K as of Q2 2026.
IBM was a new South Shore Capital Advisors position in Q2 2026.
IBM made up 0.53% of South Shore Capital Advisors's portfolio in Q2 2026, its #43 holding.
3,618 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on South Shore Capital Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.