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von Borstel & Associates’s IBM IBM Stock Holding History

von Borstel & Associates’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 		$702K Sell
2,497
-17
-0.7% -$4.28K 0.14% 22
2026
Q1 		$609K Buy
2,514
+31
+1% +$8.39K 0.14% 23
2025
Q4 		$735K Sell
2,483
-2,619
-51% -$784K 0.17% 20
2025
Q3 		$1.58M Buy
5,102
+2,626
+106% +$687K 0.24% 50
2025
Q2 		$623K Buy
2,476
+649
+36% +$167K 0.16% 19
2025
Q1 		$454K Sell
1,827
-23
-1% -$5.63K 0.14% 23
2024
Q4 		$406K Sell
1,850
-44
-2% -$9.8K 0.16% 26
2024
Q3 		$418K Buy
+1,894
New +$371K 0.24% 22

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

von Borstel & Associates's IBM Position: Q2 2026 in Review

von Borstel & Associates reduced its IBM (IBM) stake by 0.68% in Q2 2026, selling an estimated $4.28K and leaving 2,497 shares worth $702K. The position accounts for 0.14% of the portfolio, ranked #22.

von Borstel & Associates first reported a position in IBM in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.58M in Q3 2025. 3,629 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • von Borstel & Associates held 2,497 shares of IBM worth $702K as of Q2 2026.
  • von Borstel & Associates sold 17 IBM shares in Q2 2026, an estimated $4.28K.
  • IBM made up 0.14% of von Borstel & Associates's portfolio in Q2 2026, its #22 holding.
  • von Borstel & Associates first reported a position in IBM in Q3 2024 and has held it in 8 quarters since.
  • von Borstel & Associates's IBM position peaked at $1.58M in Q3 2025.
  • 3,629 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on von Borstel & Associates's 13F filing for Q2 2026, filed 13 Aug 2026.