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Tortoise Investment Management’s IBM IBM Stock Holding History

Tortoise Investment 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
2014
Q1 		– Sell
-1,046
Closed -$1K – 366
2013
Q4 		$1K Hold
1,046
– – ﹤0.01% 319
2013
Q3 		$1K Hold
1,046
– – ﹤0.01% 330
2013
Q2 		$1K Buy
+1,046
New +$204K ﹤0.01% 357

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 $3.38T AUM 44.17% 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

Tortoise Investment Management's IBM Position: Q2 2026 in Review

Tortoise Investment Management reduced its IBM (IBM) stake by 1.7% in Q2 2026, selling an estimated $11.3K and leaving 2,550 shares worth $717K. The position accounts for 0.05% of the portfolio, ranked #144.

Tortoise Investment Management first reported a position in IBM in Q2 2013 and has held it in 53 quarters since. The position peaked at $1.28M in Q3 2014. 3,643 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Tortoise Investment Management held 2,550 shares of IBM worth $717K as of Q2 2026.
  • Tortoise Investment Management sold 45 IBM shares in Q2 2026, an estimated $11.3K.
  • IBM made up 0.05% of Tortoise Investment Management's portfolio in Q2 2026, its #144 holding.
  • Tortoise Investment Management first reported a position in IBM in Q2 2013 and has held it in 53 quarters since.
  • Tortoise Investment Management's IBM position peaked at $1.28M in Q3 2014.
  • 3,643 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Tortoise Investment Management's 13F filing for Q2 2026, filed 7 Aug 2026.