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AFT Forsyth & Company’s IBM IBM Stock Holding History

AFT Forsyth & Company’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 		$262K Sell
930
-125
-12% -$31.5K 0.13% 99
2026
Q1 		$256K Buy
1,055
+250
+31% +$67.6K 0.12% 112
2025
Q4 		$238K Hold
805
– – 0.1% 120
2025
Q3 		$227K Hold
805
– – 0.11% 108
2025
Q2 		$237K Hold
805
– – 0.12% 105
2025
Q1 		$200K Buy
+805
New +$197K 0.11% 126
2020
Q1 		– Sell
-1,599
Closed -$205K – 134
2019
Q4 		$205K Hold
1,599
– – 0.16% 136
2019
Q3 		$222K Buy
+1,599
New +$216K 0.18% 126
2013
Q3 		$780K Sell
4,408
-42
-0.9% -$7.63K 1.01% 24
2013
Q2 		$813K Buy
+4,450
New +$867K 1.16% 22

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

AFT Forsyth & Company's IBM Position: Q2 2026 in Review

AFT Forsyth & Company reduced its IBM (IBM) stake by 12% in Q2 2026, selling an estimated $31.5K and leaving 930 shares worth $262K. The position accounts for 0.13% of the portfolio, ranked #99.

AFT Forsyth & Company first reported a position in IBM in Q2 2013 and has held it in 10 quarters since. The position peaked at $813K in Q2 2013. 3,633 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • AFT Forsyth & Company held 930 shares of IBM worth $262K as of Q2 2026.
  • AFT Forsyth & Company sold 125 IBM shares in Q2 2026, an estimated $31.5K.
  • IBM made up 0.13% of AFT Forsyth & Company's portfolio in Q2 2026, its #99 holding.
  • AFT Forsyth & Company first reported a position in IBM in Q2 2013 and has held it in 10 quarters since.
  • AFT Forsyth & Company's IBM position peaked at $813K in Q2 2013.
  • 3,633 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on AFT Forsyth & Company's 13F filing for Q2 2026, filed 14 Aug 2026.