VA
IBM icon

VestGen Advisors’s IBM IBM Stock Holding History

VestGen 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 		$4.08M Sell
14,520
-180
-1% -$45.4K 0.12% 170
2026
Q1 		$3.22M Buy
14,700
+2,296
+19% +$621K 0.09% 211
2025
Q4 		$3.67M Sell
12,404
-7,675
-38% -$2.3M 0.16% 139
2025
Q3 		$5.67M Buy
20,079
+2,003
+11% +$524K 0.19% 115
2025
Q2 		$4.82M Buy
18,076
+2,405
+15% +$620K 0.19% 117
2025
Q1 		$3.9M Buy
+15,671
New +$3.83M 0.18% 120

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 $3.38T AUM 44.17% 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

VestGen Advisors's IBM Position: Q2 2026 in Review

VestGen Advisors reduced its IBM (IBM) stake by 1.2% in Q2 2026, selling an estimated $45.4K and leaving 14,520 shares worth $4.08M. The position accounts for 0.12% of the portfolio, ranked #170.

VestGen Advisors first reported a position in IBM in Q1 2025 and has held it in 6 quarters since. The position peaked at $5.67M in Q3 2025. 3,643 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • VestGen Advisors held 14,520 shares of IBM worth $4.08M as of Q2 2026.
  • VestGen Advisors sold 180 IBM shares in Q2 2026, an estimated $45.4K.
  • IBM made up 0.12% of VestGen Advisors's portfolio in Q2 2026, its #170 holding.
  • VestGen Advisors first reported a position in IBM in Q1 2025 and has held it in 6 quarters since.
  • VestGen Advisors's IBM position peaked at $5.67M in Q3 2025.
  • 3,643 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on VestGen Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.