Vista Investment Partners’s IBM IBM Stock Holding History

Vista Investment Partners’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	$205K	Sell	729 -3,856	-84%	-$972K	0.05%	161
2026 Q1	$1.11M	Sell	4,585 -2,293	-33%	-$620K	0.29%	82
2025 Q4	$2.04M	Sell	6,878 -263	-4%	-$78.8K	0.53%	62
2025 Q3	$2.01M	Buy	7,141 +6,399	+862%	+$1.67M	0.56%	56
2025 Q2	$219K	Sell	742 -8,098	-92%	-$2.09M	0.06%	146
2025 Q1	$2.2M	Sell	8,840 -219	-2%	-$53.6K	0.67%	53
2024 Q4	$1.99M	Sell	9,059 -1,885	-17%	-$420K	0.62%	56
2024 Q3	$2.42M	Sell	10,944 -233	-2%	-$45.7K	0.77%	47
2024 Q2	$1.93M	Buy	11,177 +9,984	+837%	+$1.73M	0.64%	49
2024 Q1	$228K	Sell	1,193 -260	-18%	-$47.4K	0.08%	134
2023 Q4	$238K	Buy	+1,453	New	+$220K	0.09%	130

Other funds holding IBM

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

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

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

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

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

SMDAM

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return

BHIA

Birch Hill Investment Advisors Boston, Massachusetts $2.47B AUM 20.95% 1-Year Est. Return

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

Vista Investment Partners reduced its IBM (IBM) stake by 84% in Q2 2026, selling an estimated $972K and leaving 729 shares worth $205K. The position accounts for 0.05% of the portfolio, ranked #161.

Vista Investment Partners first reported a position in IBM in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.42M in Q3 2024. 1,112 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

Vista Investment Partners held 729 shares of IBM worth $205K as of Q2 2026.
Vista Investment Partners sold 3,856 IBM shares in Q2 2026, an estimated $972K.
IBM made up 0.05% of Vista Investment Partners's portfolio in Q2 2026, its #161 holding.
Vista Investment Partners first reported a position in IBM in Q4 2023 and has held it in 11 quarters since.
Vista Investment Partners's IBM position peaked at $2.42M in Q3 2024.
1,112 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Vista Investment Partners's 13F filing for Q2 2026, filed 9 Jul 2026.