TL
IBM icon

Tradewinds LLC’s IBM IBM Stock Holding History

Tradewinds LLC’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 		$2.12M Sell
5,091
-318
-6% -$80.1K 0.48% 48
2026
Q1 		$1.26M Sell
5,409
-120
-2% -$32.5K 0.4% 42
2025
Q4 		$1.64M Sell
5,529
-59
-1% -$17.7K 0.39% 55
2025
Q3 		$1.58M Buy
+5,588
New +$1.46M 0.38% 56
2025
Q2 		– Sell
-5,936
Closed -$1.48M – 160
2025
Q1 		$1.48M Sell
5,936
-62
-1% -$15.2K 0.42% 50
2024
Q4 		$1.53M Sell
5,998
-165
-3% -$36.7K 0.43% 47
2024
Q3 		$1.36M Buy
6,163
+183
+3% +$35.9K 0.42% 51
2024
Q2 		$1.03M Buy
+5,980
New +$1.04M 0.32% 61
2023
Q3 		$557K Sell
3,970
-18
-0.5% -$2.56K 0.33% 51
2023
Q2 		$534K Buy
3,988
+27
+0.7% +$3.48K 0.31% 51
2023
Q1 		$519K Buy
+3,961
New +$530K 0.31% 57
2022
Q4 		– Sell
-3,822
Closed -$454K – 159
2022
Q3 		$454K Buy
3,822
+341
+10% +$44.8K 0.33% 61
2022
Q2 		$492K Buy
+3,481
New +$470K 0.33% 61

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

Tradewinds LLC's IBM Position: Q2 2026 in Review

Tradewinds LLC reduced its IBM (IBM) stake by 5.9% in Q2 2026, selling an estimated $80.1K and leaving 5,091 shares worth $2.12M. The position accounts for 0.48% of the portfolio, ranked #48.

Tradewinds LLC first reported a position in IBM in Q2 2022 and has held it in 13 quarters since. 3,633 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Tradewinds LLC held 5,091 shares of IBM worth $2.12M as of Q2 2026.
  • Tradewinds LLC sold 318 IBM shares in Q2 2026, an estimated $80.1K.
  • IBM made up 0.48% of Tradewinds LLC's portfolio in Q2 2026, its #48 holding.
  • Tradewinds LLC first reported a position in IBM in Q2 2022 and has held it in 13 quarters since.
  • 3,633 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Tradewinds LLC's 13F filing for Q2 2026, filed 14 Aug 2026.