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Vivaldi Capital Management’s IBM IBM Stock Holding History

Vivaldi Capital Management’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 		– Sell
-1,071
Closed -$260K – 97
2026
Q1 		$260K Sell
1,071
-52
-5% -$14.1K 0.04% 240
2025
Q4 		$333K Buy
1,123
+20
+2% +$5.99K 0.05% 203
2025
Q3 		$311K Buy
1,103
+86
+8% +$22.5K 0.04% 216
2025
Q2 		$300K Buy
1,017
+106
+12% +$27.3K 0.05% 223
2025
Q1 		$227K Buy
+911
New +$223K 0.04% 245
2023
Q1 		– Sell
-2,693
Closed -$387K – 228
2022
Q4 		$387K Buy
2,693
+68
+3% +$9.38K 0.1% 159
2022
Q3 		$312K Buy
2,625
+7
+0.3% +$919 0.08% 156
2022
Q2 		$370K Buy
2,618
+1,096
+72% +$148K 0.1% 148
2022
Q1 		$203K Buy
+1,522
New +$198K 0.05% 200
2021
Q3 		– Sell
-1,501
Closed -$205K – 343
2021
Q2 		$205K Sell
1,501
-31
-2% -$4.24K 0.04% 227
2021
Q1 		$212K Sell
1,532
-293
-16% -$35.1K 0.04% 222
2020
Q4 		$220K Sell
1,825
-198
-10% -$22.9K 0.05% 215
2020
Q3 		$226K Sell
2,023
-485
-19% -$57.1K 0.05% 224
2020
Q2 		$304K Sell
2,508
-844
-25% -$98K 0.06% 193
2020
Q1 		$356K Sell
3,352
-484
-13% -$61.2K 0.08% 141
2019
Q4 		$492K Sell
3,836
-115
-3% -$14.9K 0.12% 125
2019
Q3 		$549K Sell
3,951
-97
-2% -$13.1K 0.13% 118
2019
Q2 		$534K Buy
+4,048
New +$532K 0.14% 131

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 $3.37T AUM 44.26% 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

Vivaldi Capital Management's IBM Position: Q2 2026 in Review

Vivaldi Capital Management sold out of IBM (IBM) in Q2 2026, closing a stake of 1,071 shares — an estimated $260K sold.

Vivaldi Capital Management first reported a position in IBM in Q2 2019 and held it in 18 quarters. The position peaked at $549K in Q3 2019. 3,637 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Vivaldi Capital Management reported no remaining IBM position as of Q2 2026 after selling out during the quarter.
  • Vivaldi Capital Management sold 1,071 IBM shares in Q2 2026, an estimated $260K.
  • Vivaldi Capital Management first reported a position in IBM in Q2 2019 and held it in 18 quarters.
  • Vivaldi Capital Management's IBM position peaked at $549K in Q3 2019.
  • 3,637 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Vivaldi Capital Management's 13F filing for Q2 2026.