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Atomi Financial Group’s IBM IBM Stock Holding History

Atomi Financial 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 		$11.9M Buy
42,292
+8,054
+24% +$2.03M 0.31% 65
2026
Q1 		$8.3M Buy
34,238
+2
+0% +$541 0.25% 76
2025
Q4 		$10.1M Buy
34,236
+2,738
+9% +$820K 0.3% 61
2025
Q3 		$8.89M Buy
31,498
+2,167
+7% +$567K 0.29% 66
2025
Q2 		$8.65M Buy
29,331
+1,401
+5% +$361K 0.33% 59
2025
Q1 		$6.95M Buy
27,930
+2,695
+11% +$659K 0.32% 62
2024
Q4 		$5.55M Buy
25,235
+1,943
+8% +$433K 0.28% 72
2024
Q3 		$5.15M Buy
23,292
+1,548
+7% +$304K 0.32% 63
2024
Q2 		$3.76M Buy
21,744
+1,851
+9% +$322K 0.28% 74
2024
Q1 		$3.8M Buy
19,893
+967
+5% +$176K 0.35% 61
2023
Q4 		$3.1M Buy
18,926
+3,228
+21% +$488K 0.43% 46
2023
Q3 		$2.2M Sell
15,698
-206
-1% -$29.3K 0.74% 33
2023
Q2 		$2.13M Buy
15,904
+847
+6% +$109K 0.97% 15
2023
Q1 		$1.97M Buy
+15,057
New +$2.01M 1.1% 17

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

Atomi Financial Group's IBM Position: Q2 2026 in Review

Atomi Financial Group increased its IBM (IBM) stake by 24% in Q2 2026, buying an estimated $2.03M and bringing the position to 42,292 shares worth $11.9M. The position accounts for 0.31% of the portfolio, ranked #65.

Atomi Financial Group first reported a position in IBM in Q1 2023 and has held it in 14 quarters since. 3,629 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Atomi Financial Group held 42,292 shares of IBM worth $11.9M as of Q2 2026.
  • Atomi Financial Group bought 8,054 IBM shares in Q2 2026, an estimated $2.03M.
  • IBM made up 0.31% of Atomi Financial Group's portfolio in Q2 2026, its #65 holding.
  • Atomi Financial Group first reported a position in IBM in Q1 2023 and has held it in 14 quarters since.
  • 3,629 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Atomi Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.