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Tactive Advisors’s IBM IBM Stock Holding History

Tactive Advisors’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 		$225K Sell
801
-98
-11% -$24.7K 0.06% 244
2026
Q1 		$218K Sell
899
-260
-22% -$70.3K 0.06% 235
2025
Q4 		$343K Buy
1,159
+133
+13% +$39.8K 0.1% 181
2025
Q3 		$289K Sell
1,026
-12
-1% -$3.14K 0.08% 202
2025
Q2 		$306K Buy
+1,038
New +$267K 0.1% 170

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

Tactive Advisors's IBM Position: Q2 2026 in Review

Tactive Advisors reduced its IBM (IBM) stake by 11% in Q2 2026, selling an estimated $24.7K and leaving 801 shares worth $225K. The position accounts for 0.06% of the portfolio, ranked #244.

Tactive Advisors first reported a position in IBM in Q2 2025 and has held it in 5 quarters since. The position peaked at $343K in Q4 2025. 3,625 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Tactive Advisors held 801 shares of IBM worth $225K as of Q2 2026.
  • Tactive Advisors sold 98 IBM shares in Q2 2026, an estimated $24.7K.
  • IBM made up 0.06% of Tactive Advisors's portfolio in Q2 2026, its #244 holding.
  • Tactive Advisors first reported a position in IBM in Q2 2025 and has held it in 5 quarters since.
  • Tactive Advisors's IBM position peaked at $343K in Q4 2025.
  • 3,625 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Tactive Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.