ASL Financial’s IBM IBM Stock Holding History

ASL 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	$435K	Hold	1,548	–	–	0.31%	61
2026 Q1	$375K	Buy	1,548 +24	+2%	+$6.49K	0.3%	56
2025 Q4	$451K	Buy	+1,524	New	+$456K	0.35%	53

Other funds holding IBM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

ASL Financial's IBM Position: Q2 2026 in Review

ASL Financial held its IBM (IBM) position steady in Q2 2026 at 1,548 shares worth $435K. The position accounts for 0.31% of the portfolio, ranked #61.

ASL Financial first reported a position in IBM in Q4 2025 and has held it in 3 quarters since. The position peaked at $451K in Q4 2025. 2,444 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

ASL Financial held 1,548 shares of IBM worth $435K as of Q2 2026.
ASL Financial left its IBM share count unchanged in Q2 2026.
IBM made up 0.31% of ASL Financial's portfolio in Q2 2026, its #61 holding.
ASL Financial first reported a position in IBM in Q4 2025 and has held it in 3 quarters since.
ASL Financial's IBM position peaked at $451K in Q4 2025.
2,444 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on ASL Financial's 13F filing for Q2 2026, filed 21 Jul 2026.