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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
Q2 		$1.75M Buy
6,213
+2,376
+62% +$599K 0.71% 28
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 $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

AmeriFlex Group's IBM Position: Q2 2026 in Review

AmeriFlex Group increased its IBM (IBM) stake by 62% in Q2 2026, buying an estimated $599K and bringing the position to 6,213 shares worth $1.75M. The position accounts for 0.71% of the portfolio, ranked #28.

AmeriFlex Group first reported a position in IBM in Q4 2024 and has held it in 7 quarters since. 3,638 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • AmeriFlex Group held 6,213 shares of IBM worth $1.75M as of Q2 2026.
  • AmeriFlex Group bought 2,376 IBM shares in Q2 2026, an estimated $599K.
  • IBM made up 0.71% of AmeriFlex Group's portfolio in Q2 2026, its #28 holding.
  • AmeriFlex Group first reported a position in IBM in Q4 2024 and has held it in 7 quarters since.
  • 3,638 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on AmeriFlex Group's 13F filing for Q2 2026, filed 14 Aug 2026.