AFM
IBM icon

Abbot Financial Management’s IBM IBM Stock Holding History

Abbot Financial Management’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 		$472K Buy
1,679
+148
+10% +$37.3K 0.16% 110
2026
Q1 		$371K Buy
1,531
+100
+7% +$27.1K 0.16% 117
2025
Q4 		$424K Hold
1,431
– – 0.18% 110
2025
Q3 		$404K Hold
1,431
– – 0.17% 110
2025
Q2 		$422K Hold
1,431
– – 0.19% 106
2025
Q1 		$356K Buy
1,431
+11
+0.8% +$2.69K 0.18% 107
2024
Q4 		$312K Hold
1,420
– – 0.16% 113
2024
Q3 		$314K Sell
1,420
-100
-7% -$19.6K 0.16% 112
2024
Q2 		$263K Hold
1,520
– – 0.14% 114
2024
Q1 		$290K Hold
1,520
– – 0.16% 107
2023
Q4 		$249K Sell
1,520
-125
-8% -$18.9K 0.15% 108
2023
Q3 		$231K Hold
1,645
– – 0.16% 109
2023
Q2 		$220K Buy
+1,645
New +$212K 0.14% 108
2021
Q1 		– Sell
-1,851
Closed -$223K – 140
2020
Q4 		$223K Sell
1,851
-262
-12% -$30.3K 0.13% 115
2020
Q3 		$246K Sell
2,113
-251
-11% -$29.6K 0.16% 100
2020
Q2 		$273K Sell
2,364
-1,098
-32% -$128K 0.19% 98
2020
Q1 		$367K Sell
3,462
-63
-2% -$7.97K 0.3% 75
2019
Q4 		$452K Sell
3,525
-1,903
-35% -$247K 0.29% 81
2019
Q3 		$755K Sell
5,428
-209
-4% -$28.2K 0.54% 61
2019
Q2 		$743K Sell
5,637
-104
-2% -$13.7K 0.54% 63
2019
Q1 		$774K Hold
5,741
– – 0.6% 61
2018
Q4 		$624K Sell
5,741
-1,644
-22% -$197K 0.55% 60
2018
Q3 		$1.07M Hold
7,385
– – 0.79% 45
2018
Q2 		$986K Buy
7,385
+4,924
+200% +$687K 0.78% 45
2018
Q1 		$361K Hold
2,461
– – 0.29% 78
2017
Q4 		$361K Sell
2,461
-39
-2% -$5.67K 0.29% 78
2017
Q3 		$373K Sell
2,500
-427
-15% -$59.5K 0.31% 76
2017
Q2 		$430K Buy
+2,927
New +$441K 0.39% 73

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

Abbot Financial Management's IBM Position: Q2 2026 in Review

Abbot Financial Management increased its IBM (IBM) stake by 9.7% in Q2 2026, buying an estimated $37.3K and bringing the position to 1,679 shares worth $472K. The position accounts for 0.16% of the portfolio, ranked #110.

Abbot Financial Management first reported a position in IBM in Q2 2017 and has held it in 28 quarters since. The position peaked at $1.07M in Q3 2018. 3,629 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Abbot Financial Management held 1,679 shares of IBM worth $472K as of Q2 2026.
  • Abbot Financial Management bought 148 IBM shares in Q2 2026, an estimated $37.3K.
  • IBM made up 0.16% of Abbot Financial Management's portfolio in Q2 2026, its #110 holding.
  • Abbot Financial Management first reported a position in IBM in Q2 2017 and has held it in 28 quarters since.
  • Abbot Financial Management's IBM position peaked at $1.07M in Q3 2018.
  • 3,629 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Abbot Financial Management's 13F filing for Q2 2026, filed 6 Aug 2026.