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Waterloo Capital’s IBM IBM Stock Holding History

Waterloo Capital’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 		$2.27M Buy
8,081
+1,180
+17% +$297K 0.13% 156
2026
Q1 		$1.67M Sell
6,901
-1,955
-22% -$529K 0.12% 163
2025
Q4 		$2.62M Buy
8,856
+370
+4% +$111K 0.19% 115
2025
Q3 		$2.39M Buy
8,486
+148
+2% +$38.7K 0.18% 128
2025
Q2 		$2.46M Buy
8,338
+3,217
+63% +$829K 0.2% 117
2025
Q1 		$1.27M Buy
5,121
+861
+20% +$211K 0.12% 158
2024
Q4 		$936K Sell
4,260
-1,518
-26% -$338K 0.1% 169
2024
Q3 		$1.28M Buy
5,778
+4,514
+357% +$885K 0.14% 146
2024
Q2 		$219K Sell
1,264
-370
-23% -$64.3K 0.03% 324
2024
Q1 		$312K Sell
1,634
-1,467
-47% -$268K 0.04% 287
2023
Q4 		$507K Buy
+3,101
New +$469K 0.08% 210
2020
Q1 		$281K Buy
+2,654
New +$336K 0.2% 109

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 $3.38T AUM 44.17% 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

Waterloo Capital's IBM Position: Q2 2026 in Review

Waterloo Capital increased its IBM (IBM) stake by 17% in Q2 2026, buying an estimated $297K and bringing the position to 8,081 shares worth $2.27M. The position accounts for 0.13% of the portfolio, ranked #156.

Waterloo Capital first reported a position in IBM in Q1 2020 and has held it in 12 quarters since. The position peaked at $2.62M in Q4 2025. 3,643 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Waterloo Capital held 8,081 shares of IBM worth $2.27M as of Q2 2026.
  • Waterloo Capital bought 1,180 IBM shares in Q2 2026, an estimated $297K.
  • IBM made up 0.13% of Waterloo Capital's portfolio in Q2 2026, its #156 holding.
  • Waterloo Capital first reported a position in IBM in Q1 2020 and has held it in 12 quarters since.
  • Waterloo Capital's IBM position peaked at $2.62M in Q4 2025.
  • 3,643 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Waterloo Capital's 13F filing for Q2 2026, filed 29 Jul 2026.