Veratis Advisors’s IBM IBM Stock Holding History

Veratis Advisors’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	$617K	Buy	+2,194	New	+$553K	0.44%	44
2025 Q4	$559K	Buy	+2,159	New	+$647K	0.44%	43

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

Veratis Advisors's IBM Position: Q2 2026 in Review

Veratis Advisors opened a new position in IBM (IBM) in Q2 2026: 2,194 shares worth $617K. The stake represents 0.44% of the portfolio and ranks #44 among its holdings. This is a return to the name: Veratis Advisors previously reported a position in IBM as recently as Q4 2025.

Veratis Advisors first reported a position in IBM in Q4 2025 and has held it in 2 quarters since. 3,624 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

Veratis Advisors held 2,194 shares of IBM worth $617K as of Q2 2026.
IBM was a new Veratis Advisors position in Q2 2026.
IBM made up 0.44% of Veratis Advisors's portfolio in Q2 2026, its #44 holding.
Veratis Advisors first reported a position in IBM in Q4 2025 and has held it in 2 quarters since.
3,624 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Veratis Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.