SM
IBM icon

Sweeney & Michel’s IBM IBM Stock Holding History

Sweeney & Michel’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 		$568K Buy
2,396
+15
+0.6% +$3.78K 0.15% 88
2026
Q1 		$566K Buy
2,381
+15
+0.6% +$4.06K 0.17% 81
2025
Q4 		$645K Buy
2,366
+13
+0.6% +$3.89K 0.19% 77
2025
Q3 		$654K Buy
2,353
+15
+0.6% +$3.93K 0.22% 70
2025
Q2 		$663K Buy
+2,338
New +$602K 0.24% 66

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

Sweeney & Michel's IBM Position: Q2 2026 in Review

Sweeney & Michel increased its IBM (IBM) stake by 0.63% in Q2 2026, buying an estimated $3.78K and bringing the position to 2,396 shares worth $568K. The position accounts for 0.15% of the portfolio, ranked #88.

Sweeney & Michel first reported a position in IBM in Q2 2025 and has held it in 5 quarters since. The position peaked at $663K in Q2 2025. 3,630 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Sweeney & Michel held 2,396 shares of IBM worth $568K as of Q2 2026.
  • Sweeney & Michel bought 15 IBM shares in Q2 2026, an estimated $3.78K.
  • IBM made up 0.15% of Sweeney & Michel's portfolio in Q2 2026, its #88 holding.
  • Sweeney & Michel first reported a position in IBM in Q2 2025 and has held it in 5 quarters since.
  • Sweeney & Michel's IBM position peaked at $663K in Q2 2025.
  • 3,630 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Sweeney & Michel's 13F filing for Q2 2026, filed 11 Aug 2026.