Abound Financial’s IBM IBM Stock Holding History

Abound Financial’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 Q1	$97K	Hold	400	–	–	0.04%	85
2025 Q4	$118K	Buy	+400	New	+$120K	0.05%	81
2025 Q2	–	Sell	-400	Closed	-$99.5K	–	148
2025 Q1	$99.5K	Buy	+400	New	+$97.8K	0.05%	93

Other funds holding IBM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Abound Financial's IBM Position: Q1 2026 in Review

Abound Financial held its IBM (IBM) position steady in Q1 2026 at 400 shares worth $97K. The position accounts for 0.04% of the portfolio, ranked #85.

Abound Financial first reported a position in IBM in Q1 2025 and has held it in 3 quarters since. The position peaked at $118K in Q4 2025. 3,470 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

Abound Financial held 400 shares of IBM worth $97K as of Q1 2026.
Abound Financial left its IBM share count unchanged in Q1 2026.
IBM made up 0.04% of Abound Financial's portfolio in Q1 2026, its #85 holding.
Abound Financial first reported a position in IBM in Q1 2025 and has held it in 3 quarters since.
Abound Financial's IBM position peaked at $118K in Q4 2025.
3,470 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Abound Financial's 13F filing for Q1 2026, filed 4 May 2026.