Vista Investment Partners II’s IBM IBM Stock Holding History

Vista Investment Partners II’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	$760K	Sell	2,704 -441	-14%	-$111K	0.3%	80
2026 Q1	$762K	Sell	3,145 -632	-17%	-$171K	0.34%	70
2025 Q4	$1.12M	Buy	3,777 +315	+9%	+$94.3K	0.48%	61
2025 Q3	$977K	Sell	3,462 -50	-1%	-$13.1K	0.46%	57
2025 Q2	$1.04M	Buy	3,512 +14	+0.4%	+$3.61K	0.5%	53
2025 Q1	$870K	Sell	3,498 -38	-1%	-$9.29K	0.48%	55
2024 Q4	$777K	Buy	+3,536	New	+$787K	0.46%	59

Other funds holding IBM

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Vista Investment Partners II's IBM Position: Q2 2026 in Review

Vista Investment Partners II reduced its IBM (IBM) stake by 14% in Q2 2026, selling an estimated $111K and leaving 2,704 shares worth $760K. The position accounts for 0.3% of the portfolio, ranked #80.

Vista Investment Partners II first reported a position in IBM in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.12M in Q4 2025. 1,605 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

Vista Investment Partners II held 2,704 shares of IBM worth $760K as of Q2 2026.
Vista Investment Partners II sold 441 IBM shares in Q2 2026, an estimated $111K.
IBM made up 0.3% of Vista Investment Partners II's portfolio in Q2 2026, its #80 holding.
Vista Investment Partners II first reported a position in IBM in Q4 2024 and has held it in 7 quarters since.
Vista Investment Partners II's IBM position peaked at $1.12M in Q4 2025.
1,605 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Vista Investment Partners II's 13F filing for Q2 2026, filed 21 Jul 2026.