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Terra Nova Asset Management’s IBM IBM Stock Holding History

Terra Nova Asset 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 		$4.37M Buy
+15,535
New +$3.91M 2.67% 7
2026
Q1 		– Sell
-14,056
Closed -$4.16M – 89
2025
Q4 		$4.16M Buy
14,056
+1,254
+10% +$376K 2.74% 7
2025
Q3 		$3.61M Buy
12,802
+760
+6% +$199K 2.28% 10
2025
Q2 		$3.55M Buy
12,042
+511
+4% +$132K 2.48% 10
2025
Q1 		$2.87M Buy
11,531
+687
+6% +$168K 2.26% 13
2024
Q4 		$2.38M Buy
10,844
+212
+2% +$47.2K 1.82% 22
2024
Q3 		$2.35M Buy
10,632
+2,144
+25% +$420K 1.74% 25
2024
Q2 		$1.47M Buy
8,488
+29
+0.3% +$5.04K 1.16% 39
2024
Q1 		$1.62M Buy
8,459
+1,816
+27% +$331K 1.29% 35
2023
Q4 		$1.09M Buy
6,643
+3,033
+84% +$458K 0.95% 43
2023
Q3 		$483K Hold
3,610
– – 0.44% 60
2023
Q2 		$483K Sell
3,610
-141
-4% -$18.2K 0.44% 60
2023
Q1 		$492K Sell
3,751
-207
-5% -$27.7K 0.48% 60
2022
Q4 		$558K Sell
3,958
-104
-3% -$14.3K 0.58% 58
2022
Q3 		$483K Buy
4,062
+26
+0.6% +$3.41K 0.53% 60
2022
Q2 		$570K Sell
4,036
-28
-0.7% -$3.78K 0.63% 53
2022
Q1 		$528K Buy
4,064
+2
+0% +$261 0.49% 53
2021
Q4 		$543K Sell
4,062
-191
-4% -$24K 0.41% 58
2021
Q3 		$565K Buy
4,253
+1,179
+38% +$158K 0.45% 56
2021
Q2 		$431K Buy
3,074
+246
+9% +$33.6K 0.37% 60
2021
Q1 		$360K Sell
2,828
-1,128
-29% -$135K 0.32% 67
2020
Q4 		$476K Buy
+3,956
New +$457K 0.48% 50

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

Terra Nova Asset Management's IBM Position: Q2 2026 in Review

Terra Nova Asset Management opened a new position in IBM (IBM) in Q2 2026: 15,535 shares worth $4.37M. The stake represents 2.67% of the portfolio and ranks #7 among its holdings. This is a return to the name: Terra Nova Asset Management previously reported a position in IBM as recently as Q4 2025.

Terra Nova Asset Management first reported a position in IBM in Q4 2020 and has held it in 22 quarters since. 3,629 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Terra Nova Asset Management held 15,535 shares of IBM worth $4.37M as of Q2 2026.
  • IBM was a new Terra Nova Asset Management position in Q2 2026.
  • IBM made up 2.67% of Terra Nova Asset Management's portfolio in Q2 2026, its #7 holding.
  • Terra Nova Asset Management first reported a position in IBM in Q4 2020 and has held it in 22 quarters since.
  • 3,629 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Terra Nova Asset Management's 13F filing for Q2 2026, filed 4 Aug 2026.