ZEGA Investments’s IBM IBM Stock Holding History

ZEGA Investments’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	$28.1K	Buy	+100	New	+$25.2K	﹤0.01%	331

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

ZEGA Investments's IBM Position: Q2 2026 in Review

ZEGA Investments opened a new position in IBM (IBM) in Q2 2026: 1,531 shares worth $431K. The stake represents 0.04% of the portfolio and ranks #196 among its holdings. This is a return to the name: ZEGA Investments previously reported a position in IBM as recently as Q4 2025.

ZEGA Investments first reported a position in IBM in Q4 2025 and has held it in 2 quarters since. 3,618 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

ZEGA Investments held 1,531 shares of IBM worth $431K as of Q2 2026.
IBM was a new ZEGA Investments position in Q2 2026.
IBM made up 0.04% of ZEGA Investments's portfolio in Q2 2026, its #196 holding.
ZEGA Investments first reported a position in IBM in Q4 2025 and has held it in 2 quarters since.
3,618 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on ZEGA Investments's 13F filing for Q2 2026, filed 31 Jul 2026.