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Winter & Associates’s IBM IBM Stock Holding History

Winter & 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 		$635K Buy
2,257
+2
+0.1% +$504 0.48% 32
2026
Q1 		$556K Buy
2,255
+58
+3% +$15.7K 0.49% 40
2025
Q4 		$651K Buy
+2,197
New +$658K 0.6% 36

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

Winter & Associates's IBM Position: Q2 2026 in Review

Winter & Associates increased its IBM (IBM) stake by 0.09% in Q2 2026, buying an estimated $504 and bringing the position to 2,257 shares worth $635K. The position accounts for 0.48% of the portfolio, ranked #32.

Winter & Associates first reported a position in IBM in Q4 2025 and has held it in 3 quarters since. The position peaked at $651K in Q4 2025. 3,624 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Winter & Associates held 2,257 shares of IBM worth $635K as of Q2 2026.
  • Winter & Associates bought 2 IBM shares in Q2 2026, an estimated $504.
  • IBM made up 0.48% of Winter & Associates's portfolio in Q2 2026, its #32 holding.
  • Winter & Associates first reported a position in IBM in Q4 2025 and has held it in 3 quarters since.
  • Winter & Associates's IBM position peaked at $651K in Q4 2025.
  • 3,624 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Winter & Associates's 13F filing for Q2 2026, filed 9 Jul 2026.