Unisphere Establishment’s IBM IBM Stock Holding History

Unisphere Establishment’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	–	Sell	-365,000	Closed	-$88.5M	–	59
2026 Q1	$88.5M	Sell	365,000 -55,000	-13%	-$14.9M	0.74%	30
2025 Q4	$124M	Sell	420,000 -80,000	-16%	-$24M	0.93%	26
2025 Q3	$141M	Sell	500,000 -250,000	-33%	-$65.4M	1.11%	25
2025 Q2	$221M	Sell	750,000 -100,000	-12%	-$25.8M	1.78%	14
2025 Q1	$211M	Sell	850,000 -150,000	-15%	-$36.7M	1.85%	15
2024 Q4	$220M	Buy	1,000,000 +300,000	+43%	+$66.8M	1.92%	14
2024 Q3	$155M	Sell	700,000 -200,000	-22%	-$39.2M	1.47%	20
2024 Q2	$156M	Sell	900,000 -265,000	-23%	-$46M	1.57%	20
2024 Q1	$222M	Sell	1,165,000 -20,000	-2%	-$3.65M	2.25%	14
2023 Q4	$194M	Buy	+1,185,000	New	+$179M	2%	17

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 $3.37T AUM 44.26% 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

Unisphere Establishment's IBM Position: Q2 2026 in Review

Unisphere Establishment sold out of IBM (IBM) in Q2 2026, closing a stake of 365,000 shares — an estimated $88.5M sold.

Unisphere Establishment first reported a position in IBM in Q4 2023 and held it in 10 quarters. The position peaked at $222M in Q1 2024. 3,628 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

Unisphere Establishment reported no remaining IBM position as of Q2 2026 after selling out during the quarter.
Unisphere Establishment sold 365,000 IBM shares in Q2 2026, an estimated $88.5M.
Unisphere Establishment first reported a position in IBM in Q4 2023 and held it in 10 quarters.
Unisphere Establishment's IBM position peaked at $222M in Q1 2024.
3,628 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Unisphere Establishment's 13F filing for Q2 2026, filed 14 Aug 2026.