Voleon Capital Management’s IBM IBM Stock Holding History

Voleon 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	$735K	Buy	2,613 +533	+26%	+$134K	0.01%	532
2026 Q1	$504K	Sell	2,080 -1,289	-38%	-$349K	0.01%	573
2025 Q4	$998K	Sell	3,369 -6,281	-65%	-$1.88M	0.02%	441
2025 Q3	$2.72M	Buy	9,650 +2,507	+35%	+$656K	0.07%	276
2025 Q2	$2.11M	Buy	+7,143	New	+$1.84M	0.12%	171
2021 Q1	–	Sell	-367,146	Closed	-$44.2M	–	16
2020 Q4	$44.2M	Buy	+367,146	New	+$42.4M	4.72%	5
2019 Q4	–	Sell	-149,578	Closed	-$20.8M	–	219
2019 Q3	$20.8M	Buy	149,578 +26,150	+21%	+$3.53M	1.6%	12
2019 Q2	$16.3M	Sell	123,428 -33,472	-21%	-$4.4M	0.93%	28
2019 Q1	$21.2M	Buy	+156,900	New	+$20M	3.41%	13

Other funds holding IBM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

Voleon Capital Management increased its IBM (IBM) stake by 26% in Q2 2026, buying an estimated $134K and bringing the position to 2,613 shares worth $735K. The position accounts for 0.01% of the portfolio, ranked #532.

Voleon Capital Management first reported a position in IBM in Q1 2019 and has held it in 9 quarters since. The position peaked at $44.2M in Q4 2020. 3,630 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

Voleon Capital Management held 2,613 shares of IBM worth $735K as of Q2 2026.
Voleon Capital Management bought 533 IBM shares in Q2 2026, an estimated $134K.
IBM made up 0.01% of Voleon Capital Management's portfolio in Q2 2026, its #532 holding.
Voleon Capital Management first reported a position in IBM in Q1 2019 and has held it in 9 quarters since.
Voleon Capital Management's IBM position peaked at $44.2M in Q4 2020.
3,630 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Voleon Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.