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Synergy Investment Management’s IBM IBM Stock Holding History

Synergy Investment 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 		$104K Buy
444
+356
+405% +$89.7K 0.03% 257
2026
Q1 		$21.3K Buy
+88
New +$23.8K 0.01% 397
2025
Q1 		– Sell
-15
Closed -$3.3K – 626
2024
Q4 		$3.3K Buy
+15
New +$3.34K ﹤0.01% 519

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 $3.38T AUM 44.17% 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

Synergy Investment Management's IBM Position: Q2 2026 in Review

Synergy Investment Management increased its IBM (IBM) stake by 405% in Q2 2026, buying an estimated $89.7K and bringing the position to 444 shares worth $104K. The position accounts for 0.03% of the portfolio, ranked #257.

Synergy Investment Management first reported a position in IBM in Q4 2024 and has held it in 3 quarters since. 3,643 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Synergy Investment Management held 444 shares of IBM worth $104K as of Q2 2026.
  • Synergy Investment Management bought 356 IBM shares in Q2 2026, an estimated $89.7K.
  • IBM made up 0.03% of Synergy Investment Management's portfolio in Q2 2026, its #257 holding.
  • Synergy Investment Management first reported a position in IBM in Q4 2024 and has held it in 3 quarters since.
  • 3,643 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Synergy Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.