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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
Q2 		$112K Hold
400
– – 0.04% 87
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
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 $3.38T AUM 44.17% 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

Abound Financial's IBM Position: Q2 2026 in Review

Abound Financial held its IBM (IBM) position steady in Q2 2026 at 400 shares worth $112K. The position accounts for 0.04% of the portfolio, ranked #87.

Abound Financial first reported a position in IBM in Q1 2025 and has held it in 4 quarters since. The position peaked at $118K in Q4 2025. 3,643 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Abound Financial held 400 shares of IBM worth $112K as of Q2 2026.
  • Abound Financial left its IBM share count unchanged in Q2 2026.
  • IBM made up 0.04% of Abound Financial's portfolio in Q2 2026, its #87 holding.
  • Abound Financial first reported a position in IBM in Q1 2025 and has held it in 4 quarters since.
  • Abound Financial's IBM position peaked at $118K in Q4 2025.
  • 3,643 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Abound Financial's 13F filing for Q2 2026, filed 14 Aug 2026.