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Total Investment Management’s IBM IBM Stock Holding History

Total 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
2026
Q2 		$205K Sell
917
-94
-9% -$23.7K 0.02% 85
2026
Q1 		$245K Buy
1,011
+11
+1% +$2.98K 0.03% 68
2025
Q4 		$296K Buy
1,000
+1
+0.1% +$299 0.04% 59
2025
Q3 		$282K Sell
999
-10
-1% -$2.62K 0.04% 57
2025
Q2 		$297K Buy
1,009
+26
+3% +$6.7K 0.04% 50
2025
Q1 		$245K Sell
983
-4
-0.4% -$978 0.03% 61
2024
Q4 		$217K Buy
987
+48
+5% +$10.7K 0.03% 68
2024
Q3 		$208K Buy
+939
New +$184K 0.02% 67
2021
Q4 		– Sell
-1,508
Closed -$200K – 76
2021
Q3 		$200K Hold
1,508
– – 0.05% 56
2021
Q2 		$211K Sell
1,508
-498
-25% -$68.1K 0.04% 56
2021
Q1 		$213K Buy
+2,006
New +$240K 0.06% 49
2020
Q4 		– Sell
-1,918
Closed -$205K – 49
2020
Q3 		$205K Sell
1,918
-11
-0.6% -$1.29K 0.06% 45
2020
Q2 		$223K Sell
1,929
-77
-4% -$8.94K 0.08% 37
2020
Q1 		$213K Buy
2,006
+298
+17% +$37.7K 0.06% 49
2019
Q4 		$219K Buy
1,708
+2
+0.1% +$260 0.04% 52
2019
Q3 		$237K Buy
1,706
+5
+0.3% +$674 0.05% 48
2019
Q2 		$229K Buy
1,701
+4
+0.2% +$525 0.05% 49
2019
Q1 		$213K Buy
1,697
+7
+0.4% +$892 0.05% 50
2018
Q4 		$218K Buy
1,690
+5
+0.3% +$600 0.07% 47
2018
Q3 		$244K Buy
1,685
+4
+0.2% +$559 0.05% 42
2018
Q2 		$224K Buy
1,681
+18
+1% +$2.51K 0.05% 42
2018
Q1 		$244K Buy
1,663
+236
+17% +$35.7K 0.06% 38
2017
Q4 		$209K Buy
+1,427
New +$208K 0.06% 39
2017
Q3 		– Sell
-1,425
Closed -$209K – 38
2017
Q2 		$209K Sell
1,425
-38
-3% -$5.73K 0.07% 35
2017
Q1 		$244K Buy
1,463
+1
+0.1% +$168 0.08% 30
2016
Q4 		$232K Buy
+1,462
New +$223K 0.08% 31

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

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

Total Investment Management reduced its IBM (IBM) stake by 9.3% in Q2 2026, selling an estimated $23.7K and leaving 917 shares worth $205K. The position accounts for 0.02% of the portfolio, ranked #85.

Total Investment Management first reported a position in IBM in Q4 2016 and has held it in 26 quarters since. The position peaked at $297K in Q2 2025. 3,638 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Total Investment Management held 917 shares of IBM worth $205K as of Q2 2026.
  • Total Investment Management sold 94 IBM shares in Q2 2026, an estimated $23.7K.
  • IBM made up 0.02% of Total Investment Management's portfolio in Q2 2026, its #85 holding.
  • Total Investment Management first reported a position in IBM in Q4 2016 and has held it in 26 quarters since.
  • Total Investment Management's IBM position peaked at $297K in Q2 2025.
  • 3,638 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Total Investment Management's 13F filing for Q2 2026, filed 3 Aug 2026.