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Tacita Capital’s IBM IBM Stock Holding History

Tacita Capital’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 		$53.1K Sell
189
-11
-6% -$2.77K 0.03% 136
2026
Q1 		$48.5K Hold
200
– – 0.03% 145
2025
Q4 		$59.2K Sell
200
-19
-9% -$5.69K 0.03% 136
2025
Q3 		$61.8K Sell
219
-13
-6% -$3.4K 0.04% 129
2025
Q2 		$68.4K Hold
232
– – 0.04% 118
2025
Q1 		$57.7K Buy
232
+40
+21% +$9.78K 0.04% 118
2024
Q4 		$42.2K Buy
192
+122
+174% +$27.2K 0.03% 137
2024
Q3 		$15.5K Hold
70
– – 0.01% 175
2024
Q2 		$12.1K Hold
70
– – 0.01% 186
2024
Q1 		$13.4K Sell
70
-35
-33% -$6.38K 0.01% 187
2023
Q4 		$17.2K Hold
105
– – 0.01% 183
2023
Q3 		$14.7K Buy
105
+35
+50% +$4.98K 0.01% 174
2023
Q2 		$9K Hold
70
– – 0.01% 176
2023
Q1 		$9K Sell
70
-45
-39% -$6.02K 0.01% 175
2022
Q4 		$16K Sell
115
-35
-23% -$4.83K 0.01% 176
2022
Q3 		$18K Sell
150
-35
-19% -$4.59K 0.01% 167
2022
Q2 		$26K Hold
185
– – 0.02% 162
2022
Q1 		$24K Buy
185
+150
+429% +$19.6K 0.01% 172
2021
Q4 		$5K Buy
+35
New +$4.39K ﹤0.01% 183
2021
Q2 		– Sell
-31
Closed -$4K – 192
2021
Q1 		$4K Sell
31
-361
-92% -$43.2K ﹤0.01% 187
2020
Q4 		$47K Buy
+392
New +$45.3K 0.03% 149

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

Tacita Capital's IBM Position: Q2 2026 in Review

Tacita Capital reduced its IBM (IBM) stake by 5.5% in Q2 2026, selling an estimated $2.77K and leaving 189 shares worth $53.1K. The position accounts for 0.03% of the portfolio, ranked #136.

Tacita Capital first reported a position in IBM in Q4 2020 and has held it in 21 quarters since. The position peaked at $68.4K in Q2 2025. 3,629 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Tacita Capital held 189 shares of IBM worth $53.1K as of Q2 2026.
  • Tacita Capital sold 11 IBM shares in Q2 2026, an estimated $2.77K.
  • IBM made up 0.03% of Tacita Capital's portfolio in Q2 2026, its #136 holding.
  • Tacita Capital first reported a position in IBM in Q4 2020 and has held it in 21 quarters since.
  • Tacita Capital's IBM position peaked at $68.4K in Q2 2025.
  • 3,629 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Tacita Capital's 13F filing for Q2 2026, filed 10 Aug 2026.