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TAGStone Capital’s IBM IBM Stock Holding History

TAGStone 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 		$425K Buy
1,513
+3
+0.2% +$756 0.14% 101
2026
Q1 		$366K Buy
1,510
+3
+0.2% +$812 0.13% 104
2025
Q4 		$446K Buy
1,507
+320
+27% +$95.8K 0.17% 87
2025
Q3 		$335K Buy
1,187
+1
+0.1% +$262 0.13% 91
2025
Q2 		$289K Buy
1,186
+1
+0.1% +$258 0.12% 93
2025
Q1 		$295K Buy
1,185
+5
+0.4% +$1.22K 0.15% 80
2024
Q4 		$259K Buy
1,180
+30
+3% +$6.68K 0.13% 80
2024
Q3 		$254K Buy
+1,150
New +$225K 0.13% 81
2024
Q2 		– Sell
-1,148
Closed -$219K – 90
2024
Q1 		$219K Buy
+1,148
New +$209K 0.13% 84

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

TAGStone Capital's IBM Position: Q2 2026 in Review

TAGStone Capital increased its IBM (IBM) stake by 0.2% in Q2 2026, buying an estimated $756 and bringing the position to 1,513 shares worth $425K. The position accounts for 0.14% of the portfolio, ranked #101.

TAGStone Capital first reported a position in IBM in Q1 2024 and has held it in 9 quarters since. The position peaked at $446K in Q4 2025. 3,629 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • TAGStone Capital held 1,513 shares of IBM worth $425K as of Q2 2026.
  • TAGStone Capital bought 3 IBM shares in Q2 2026, an estimated $756.
  • IBM made up 0.14% of TAGStone Capital's portfolio in Q2 2026, its #101 holding.
  • TAGStone Capital first reported a position in IBM in Q1 2024 and has held it in 9 quarters since.
  • TAGStone Capital's IBM position peaked at $446K in Q4 2025.
  • 3,629 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on TAGStone Capital's 13F filing for Q2 2026, filed 11 Aug 2026.