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Symmetry Partners’s IBM IBM Stock Holding History

Symmetry Partners’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 		$277K Buy
+985
New +$248K 0.01% 189
2024
Q3 		– Sell
-7,560
Closed -$1.31M – 285
2024
Q2 		$1.31M Sell
7,560
-1,675
-18% -$291K 0.07% 128
2024
Q1 		$1.76M Sell
9,235
-2,051
-18% -$374K 0.14% 98
2023
Q4 		$1.85M Sell
11,286
-1,645
-13% -$249K 0.1% 96
2023
Q3 		$1.81M Hold
12,931
– – 0.1% 102
2023
Q2 		$1.73M Buy
12,931
+4,466
+53% +$576K 0.09% 111
2023
Q1 		$1.11M Sell
8,465
-2,128
-20% -$285K 0.06% 171
2022
Q4 		$1.49M Sell
10,593
-4,730
-31% -$652K 0.09% 125
2022
Q3 		$1.82M Sell
15,323
-596
-4% -$78.2K 0.12% 90
2022
Q2 		$2.25M Sell
15,919
-277
-2% -$37.4K 0.15% 74
2022
Q1 		$2.11M Sell
16,196
-380
-2% -$49.6K 0.13% 90
2021
Q4 		$2.22M Sell
16,576
-762
-4% -$95.6K 0.14% 90
2021
Q3 		$2.37M Hold
17,338
– – 0.16% 87
2021
Q2 		$2.43M Hold
17,338
– – 0.16% 83
2021
Q1 		$2.21M Buy
17,338
+71
+0.4% +$8.5K 0.16% 85
2020
Q4 		$2.08M Buy
17,267
+91
+0.5% +$10.5K 0.16% 84
2020
Q3 		$2M Buy
17,176
+14,548
+554% +$1.71M 0.17% 81
2020
Q2 		$303K Buy
2,628
+400
+18% +$46.5K 0.04% 230
2020
Q1 		$236K Sell
2,228
-3,878
-64% -$490K 0.05% 243
2019
Q4 		$782K Buy
6,106
+2,001
+49% +$260K 0.16% 82
2019
Q3 		$571K Buy
+4,105
New +$554K 0.12% 134

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

Symmetry Partners's IBM Position: Q2 2026 in Review

Symmetry Partners opened a new position in IBM (IBM) in Q2 2026: 985 shares worth $277K. The stake represents 0.01% of the portfolio and ranks #189 among its holdings. This is a return to the name: Symmetry Partners previously reported a position in IBM as recently as Q2 2024.

Symmetry Partners first reported a position in IBM in Q3 2019 and has held it in 21 quarters since. The position peaked at $2.43M in Q2 2021. 3,629 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Symmetry Partners held 985 shares of IBM worth $277K as of Q2 2026.
  • IBM was a new Symmetry Partners position in Q2 2026.
  • IBM made up 0.01% of Symmetry Partners's portfolio in Q2 2026, its #189 holding.
  • Symmetry Partners first reported a position in IBM in Q3 2019 and has held it in 21 quarters since.
  • Symmetry Partners's IBM position peaked at $2.43M in Q2 2021.
  • 3,629 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Symmetry Partners's 13F filing for Q2 2026, filed 23 Jul 2026.