Tidal Investments’s IBM IBM Stock Holding History

Tidal Investments’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	$11.3M	Buy	+40,200	New	+$10.1M	0.02%	639
2025 Q4	–	Sell	-9,100	Closed	-$2.57M	–	2224
2025 Q3	$2.57M	Buy	+9,100	New	+$2.38M	0.01%	805

Other funds holding IBM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Tidal Investments's IBM Position: Q2 2026 in Review

Tidal Investments increased its IBM (IBM) stake by 51% in Q2 2026, buying an estimated $25.1M and bringing the position to 297,270 shares worth $83.6M. The position accounts for 0.14% of the portfolio, ranked #146.

Tidal Investments first reported a position in IBM in Q4 2018 and has held it in 30 quarters since. 3,643 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

Tidal Investments held 297,270 shares of IBM worth $83.6M as of Q2 2026.
Tidal Investments bought 99,795 IBM shares in Q2 2026, an estimated $25.1M.
IBM made up 0.14% of Tidal Investments's portfolio in Q2 2026, its #146 holding.
Tidal Investments first reported a position in IBM in Q4 2018 and has held it in 30 quarters since.
3,643 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Tidal Investments's 13F filing for Q2 2026, filed 13 Aug 2026.