Vanguard Personalized Indexing Management
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Vanguard Personalized Indexing Management’s IBM IBM Stock Holding History

Vanguard Personalized Indexing 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 		$38.5M Buy
136,885
+11,100
+9% +$2.8M 0.32% 53
2026
Q1 		$30.5M Sell
125,785
-6,243
-5% -$1.69M 0.3% 48
2025
Q4 		$39.1M Buy
132,028
+4,385
+3% +$1.31M 0.38% 33
2025
Q3 		$36.4M Sell
127,643
-2,975
-2% -$779K 0.37% 31
2025
Q2 		$38.9M Buy
130,618
+19,071
+17% +$4.91M 0.44% 27
2025
Q1 		$27.7M Buy
111,547
+8,828
+9% +$2.16M 0.41% 31
2024
Q4 		$22M Buy
102,719
+13,177
+15% +$2.93M 0.33% 37
2024
Q3 		$19.8M Buy
89,542
+14,905
+20% +$2.92M 0.32% 43
2024
Q2 		$12.7M Buy
74,637
+4,578
+7% +$795K 0.24% 63
2024
Q1 		$13.4M Buy
70,059
+20,925
+43% +$3.82M 0.29% 53
2023
Q4 		$8.04M Buy
49,134
+6,895
+16% +$1.04M 0.21% 78
2023
Q3 		$5.93M Buy
42,239
+3,346
+9% +$476K 0.18% 91
2023
Q2 		$5.2M Buy
38,893
+6,661
+21% +$860K 0.16% 103
2023
Q1 		$4.23M Sell
32,232
-6,764
-17% -$905K 0.15% 123
2022
Q4 		$5.49M Buy
38,996
+5,882
+18% +$811K 0.23% 76
2022
Q3 		$3.93M Sell
33,114
-3,907
-11% -$513K 0.18% 103
2022
Q2 		$5.23M Buy
37,021
+12,105
+49% +$1.63M 0.24% 71
2022
Q1 		$3.24M Buy
24,916
+7,495
+43% +$977K 0.16% 108
2021
Q4 		$2.33M Buy
17,421
+1,981
+13% +$248K 0.14% 133
2021
Q3 		$2.05M Sell
15,440
-2,419
-14% -$323K 0.18% 106
2021
Q2 		$2.5M Buy
17,859
+8,725
+96% +$1.19M 0.26% 67
2021
Q1 		$1.16M Buy
9,134
+3,030
+50% +$363K 0.18% 121
2020
Q4 		$735K Sell
6,104
-2,247
-27% -$260K 0.16% 140
2020
Q3 		$971K Buy
8,351
+4,782
+134% +$563K 0.27% 79
2020
Q2 		$412K Buy
3,569
+654
+22% +$76K 0.19% 135
2020
Q1 		$309K Buy
+2,915
New +$369K 0.18% 157

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

Vanguard Personalized Indexing Management's IBM Position: Q2 2026 in Review

Vanguard Personalized Indexing Management increased its IBM (IBM) stake by 8.8% in Q2 2026, buying an estimated $2.8M and bringing the position to 136,885 shares worth $38.5M. The position accounts for 0.32% of the portfolio, ranked #53.

Vanguard Personalized Indexing Management first reported a position in IBM in Q1 2020 and has held it in 26 quarters since. The position peaked at $39.1M in Q4 2025. 3,614 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Vanguard Personalized Indexing Management held 136,885 shares of IBM worth $38.5M as of Q2 2026.
  • Vanguard Personalized Indexing Management bought 11,100 IBM shares in Q2 2026, an estimated $2.8M.
  • IBM made up 0.32% of Vanguard Personalized Indexing Management's portfolio in Q2 2026, its #53 holding.
  • Vanguard Personalized Indexing Management first reported a position in IBM in Q1 2020 and has held it in 26 quarters since.
  • Vanguard Personalized Indexing Management's IBM position peaked at $39.1M in Q4 2025.
  • 3,614 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Vanguard Personalized Indexing Management's 13F filing for Q2 2026, filed 11 Aug 2026.