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AmeriFlex Group’s IBM IBM Stock Holding History

AmeriFlex Group’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 		$930K Buy
3,837
+1,051
+38% +$284K 0.47% 44
2025
Q4 		$825K Sell
2,786
-78
-3% -$23.4K 0.43% 45
2025
Q3 		$808K Buy
2,864
+2,163
+309% +$566K 0.3% 64
2025
Q2 		$205K Sell
701
-864
-55% -$223K 0.11% 165
2025
Q1 		$389K Buy
1,565
+617
+65% +$151K 0.16% 138
2024
Q4 		$243K Buy
+948
New +$211K 0.11% 172

Other funds holding IBM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

AmeriFlex Group's IBM Position: Q1 2026 in Review

AmeriFlex Group increased its IBM (IBM) stake by 38% in Q1 2026, buying an estimated $284K and bringing the position to 3,837 shares worth $930K. The position accounts for 0.47% of the portfolio, ranked #44.

AmeriFlex Group first reported a position in IBM in Q4 2024 and has held it in 6 quarters since. 3,466 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • AmeriFlex Group held 3,837 shares of IBM worth $930K as of Q1 2026.
  • AmeriFlex Group bought 1,051 IBM shares in Q1 2026, an estimated $284K.
  • IBM made up 0.47% of AmeriFlex Group's portfolio in Q1 2026, its #44 holding.
  • AmeriFlex Group first reported a position in IBM in Q4 2024 and has held it in 6 quarters since.
  • 3,466 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on AmeriFlex Group's 13F filing for Q1 2026, filed 15 May 2026.