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Vident Advisory’s IBM IBM Stock Holding History

Vident Advisory’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 		$25.6M Buy
91,034
+2,525
+3% +$636K 0.18% 102
2026
Q1 		$21.5M Buy
88,509
+5,022
+6% +$1.36M 0.18% 106
2025
Q4 		$24.7M Buy
83,487
+5,341
+7% +$1.6M 0.23% 94
2025
Q3 		$22M Buy
78,146
+8,389
+12% +$2.2M 0.21% 102
2025
Q2 		$20.6M Sell
69,757
-17,269
-20% -$4.45M 0.23% 99
2025
Q1 		$21.6M Buy
87,026
+30,651
+54% +$7.5M 0.32% 71
2024
Q4 		$12.4M Buy
56,375
+17,282
+44% +$3.85M 0.22% 102
2024
Q3 		$8.64M Buy
39,093
+15,072
+63% +$2.96M 0.22% 90
2024
Q2 		$4.15M Buy
24,021
+1,596
+7% +$277K 0.11% 176
2024
Q1 		$4.28M Sell
22,425
-1,116
-5% -$204K 0.09% 231
2023
Q4 		$3.85M Buy
23,541
+43
+0.2% +$6.5K 0.1% 230
2023
Q3 		$3.3M Buy
+23,498
New +$3.34M 0.1% 202

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

Vident Advisory's IBM Position: Q2 2026 in Review

Vident Advisory increased its IBM (IBM) stake by 2.9% in Q2 2026, buying an estimated $636K and bringing the position to 91,034 shares worth $25.6M. The position accounts for 0.18% of the portfolio, ranked #102.

Vident Advisory first reported a position in IBM in Q3 2023 and has held it in 12 quarters since. 3,643 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Vident Advisory held 91,034 shares of IBM worth $25.6M as of Q2 2026.
  • Vident Advisory bought 2,525 IBM shares in Q2 2026, an estimated $636K.
  • IBM made up 0.18% of Vident Advisory's portfolio in Q2 2026, its #102 holding.
  • Vident Advisory first reported a position in IBM in Q3 2023 and has held it in 12 quarters since.
  • 3,643 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Vident Advisory's 13F filing for Q2 2026, filed 12 Aug 2026.