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Taylor Hoffman Capital Management’s IBM IBM Stock Holding History

Taylor Hoffman Capital 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 		$211K Buy
+749
New +$189K 0.05% 119
2026
Q1 		– Sell
-749
Closed -$222K – 118
2025
Q4 		$222K Hold
749
– – 0.07% 109
2025
Q3 		$211K Hold
749
– – 0.07% 112
2025
Q2 		$221K Buy
+749
New +$193K 0.08% 112

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

Taylor Hoffman Capital Management's IBM Position: Q2 2026 in Review

Taylor Hoffman Capital Management opened a new position in IBM (IBM) in Q2 2026: 749 shares worth $211K. The stake represents 0.05% of the portfolio and ranks #119 among its holdings. This is a return to the name: Taylor Hoffman Capital Management previously reported a position in IBM as recently as Q4 2025.

Taylor Hoffman Capital Management first reported a position in IBM in Q2 2025 and has held it in 4 quarters since. The position peaked at $222K in Q4 2025. 3,630 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Taylor Hoffman Capital Management held 749 shares of IBM worth $211K as of Q2 2026.
  • IBM was a new Taylor Hoffman Capital Management position in Q2 2026.
  • IBM made up 0.05% of Taylor Hoffman Capital Management's portfolio in Q2 2026, its #119 holding.
  • Taylor Hoffman Capital Management first reported a position in IBM in Q2 2025 and has held it in 4 quarters since.
  • Taylor Hoffman Capital Management's IBM position peaked at $222K in Q4 2025.
  • 3,630 funds tracked by Wall St. Rank held IBM as of Q2 2026.

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