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Whalerock Point Partners’s IBM IBM Stock Holding History

Whalerock Point 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 		$618K Sell
2,198
-20
-0.9% -$5.04K 0.11% 117
2026
Q1 		$538K Hold
2,218
– – 0.1% 114
2025
Q4 		$657K Hold
2,218
– – 0.13% 95
2025
Q3 		$626K Hold
2,218
– – 0.13% 88
2025
Q2 		$654K Hold
2,218
– – 0.14% 92
2025
Q1 		$552K Hold
2,218
– – 0.13% 94
2024
Q4 		$488K Buy
2,218
+252
+13% +$56.1K 0.11% 104
2024
Q3 		$435K Hold
1,966
– – 0.1% 118
2024
Q2 		$340K Buy
1,966
+40
+2% +$6.95K 0.09% 116
2024
Q1 		$368K Hold
1,926
– – 0.1% 125
2023
Q4 		$315K Hold
1,926
– – 0.1% 123
2023
Q3 		$270K Hold
1,926
– – 0.09% 125
2023
Q2 		$258K Buy
1,926
+101
+6% +$13K 0.09% 129
2023
Q1 		$239K Buy
+1,825
New +$244K 0.09% 127
2019
Q3 		– Sell
-1,829
Closed -$241K – 148
2019
Q2 		$241K Hold
1,829
– – 0.14% 128
2019
Q1 		$247K Buy
+1,829
New +$233K 0.16% 113
2017
Q2 		– Sell
-2,132
Closed -$355K – 171
2017
Q1 		$355K Hold
2,132
– – 0.13% 103
2016
Q4 		$338K Buy
2,132
+576
+37% +$87.7K 0.13% 98
2016
Q3 		$236K Buy
+1,556
New +$236K 0.1% 127
2016
Q1 		$225K Sell
1,556
-624
-29% -$79.7K 0.1% 126
2015
Q4 		$286K Sell
2,180
-131
-6% -$17.6K 0.12% 119
2015
Q3 		$320K Buy
2,311
+964
+72% +$142K 0.14% 113
2015
Q2 		$209K Hold
1,347
– – 0.09% 140
2015
Q1 		$206K Sell
1,347
-26
-2% -$3.94K 0.08% 143
2014
Q4 		$210K Sell
1,373
-1,590
-54% -$253K 0.09% 134
2014
Q3 		$536K Buy
2,963
+1,150
+63% +$210K 0.24% 76
2014
Q2 		$314K Sell
1,813
-497
-22% -$89.5K 0.15% 101
2014
Q1 		$424K Hold
2,310
– – 0.22% 84
2013
Q4 		$413K Buy
+2,310
New +$398K 0.22% 82

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

Whalerock Point Partners's IBM Position: Q2 2026 in Review

Whalerock Point Partners reduced its IBM (IBM) stake by 0.9% in Q2 2026, selling an estimated $5.04K and leaving 2,198 shares worth $618K. The position accounts for 0.11% of the portfolio, ranked #117.

Whalerock Point Partners first reported a position in IBM in Q4 2013 and has held it in 29 quarters since. The position peaked at $657K in Q4 2025. 3,629 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Whalerock Point Partners held 2,198 shares of IBM worth $618K as of Q2 2026.
  • Whalerock Point Partners sold 20 IBM shares in Q2 2026, an estimated $5.04K.
  • IBM made up 0.11% of Whalerock Point Partners's portfolio in Q2 2026, its #117 holding.
  • Whalerock Point Partners first reported a position in IBM in Q4 2013 and has held it in 29 quarters since.
  • Whalerock Point Partners's IBM position peaked at $657K in Q4 2025.
  • 3,629 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Whalerock Point Partners's 13F filing for Q2 2026, filed 13 Aug 2026.