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Summit Global Investments’s IBM IBM Stock Holding History

Summit Global Investments’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 		$850K Sell
3,022
-1,361
-31% -$343K 0.05% 236
2026
Q1 		$1.06M Buy
4,383
+177
+4% +$47.9K 0.06% 179
2025
Q4 		$1.25M Buy
+4,206
New +$1.26M 0.07% 151
2024
Q4 		– Sell
-2,078
Closed -$459K – 586
2024
Q3 		$459K Sell
2,078
-1
-0% -$196 0.03% 373
2024
Q2 		$359K Buy
2,079
+107
+5% +$18.6K 0.02% 398
2024
Q1 		$377K Sell
1,972
-197
-9% -$35.9K 0.03% 371
2023
Q4 		$355K Buy
2,169
+493
+29% +$74.5K 0.02% 396
2023
Q3 		$235K Buy
+1,676
New +$238K 0.02% 462
2017
Q2 		– Sell
-36,856
Closed -$6.14M – 259
2017
Q1 		$6.14M Buy
36,856
+1,164
+3% +$195K 2% 6
2016
Q4 		$5.66M Buy
+35,692
New +$5.44M 2.06% 8

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

Summit Global Investments's IBM Position: Q2 2026 in Review

Summit Global Investments reduced its IBM (IBM) stake by 31% in Q2 2026, selling an estimated $343K and leaving 3,022 shares worth $850K. The position accounts for 0.05% of the portfolio, ranked #236.

Summit Global Investments first reported a position in IBM in Q4 2016 and has held it in 10 quarters since. The position peaked at $6.14M in Q1 2017. 3,638 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Summit Global Investments held 3,022 shares of IBM worth $850K as of Q2 2026.
  • Summit Global Investments sold 1,361 IBM shares in Q2 2026, an estimated $343K.
  • IBM made up 0.05% of Summit Global Investments's portfolio in Q2 2026, its #236 holding.
  • Summit Global Investments first reported a position in IBM in Q4 2016 and has held it in 10 quarters since.
  • Summit Global Investments's IBM position peaked at $6.14M in Q1 2017.
  • 3,638 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Summit Global Investments's 13F filing for Q2 2026, filed 3 Aug 2026.