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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
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 $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

Atomi Financial Group's IBM Position: Q1 2026 in Review

Atomi Financial Group increased its IBM (IBM) stake by 0.01% in Q1 2026, buying an estimated $541 and bringing the position to 34,238 shares worth $8.3M. The position accounts for 0.25% of the portfolio, ranked #76.

Atomi Financial Group first reported a position in IBM in Q1 2023 and has held it in 13 quarters since. The position peaked at $10.1M in Q4 2025. 3,462 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • Atomi Financial Group held 34,238 shares of IBM worth $8.3M as of Q1 2026.
  • Atomi Financial Group bought 2 IBM shares in Q1 2026, an estimated $541.
  • IBM made up 0.25% of Atomi Financial Group's portfolio in Q1 2026, its #76 holding.
  • Atomi Financial Group first reported a position in IBM in Q1 2023 and has held it in 13 quarters since.
  • Atomi Financial Group's IBM position peaked at $10.1M in Q4 2025.
  • 3,462 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Atomi Financial Group's 13F filing for Q1 2026, filed 14 May 2026.