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Ausdal Financial Partners’s IBM IBM Stock Holding History

Ausdal Financial Partners’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 		$3.33M Sell
13,740
-983
-7% -$266K 0.15% 156
2025
Q4 		$4.36M Sell
14,723
-549
-4% -$164K 0.2% 120
2025
Q3 		$4.31M Buy
15,272
+1,938
+15% +$507K 0.21% 113
2025
Q2 		$3.93M Sell
13,334
-1,139
-8% -$293K 0.26% 95
2025
Q1 		$3.6M Buy
14,473
+1,954
+16% +$478K 0.27% 88
2024
Q4 		$2.75M Buy
12,519
+1,829
+17% +$407K 0.24% 103
2024
Q3 		$2.36M Buy
10,690
+44
+0.4% +$8.63K 0.25% 96
2024
Q2 		$1.84M Buy
10,646
+106
+1% +$18.4K 0.2% 113
2024
Q1 		$2.01M Sell
10,540
-540
-5% -$98.5K 0.23% 103
2023
Q4 		$1.81M Buy
11,080
+275
+3% +$41.6K 0.22% 107
2023
Q3 		$1.52M Buy
10,805
+414
+4% +$58.9K 0.21% 116
2023
Q2 		$1.39M Buy
10,391
+99
+1% +$12.8K 0.19% 126
2023
Q1 		$1.35M Sell
10,292
-1,726
-14% -$231K 0.19% 131
2022
Q4 		$1.69M Sell
12,018
-514
-4% -$70.9K 0.25% 98
2022
Q3 		$1.49M Buy
12,532
+963
+8% +$126K 0.23% 108
2022
Q2 		$1.63M Sell
11,569
-693
-6% -$93.5K 0.25% 117
2022
Q1 		$1.59M Sell
12,262
-122
-1% -$15.9K 0.22% 125
2021
Q4 		$1.66M Buy
12,384
+654
+6% +$82K 0.22% 131
2021
Q3 		$1.56M Buy
11,730
+1,199
+11% +$160K 0.23% 123
2021
Q2 		$1.48M Buy
10,531
+478
+5% +$65.4K 0.22% 132
2021
Q1 		$1.28M Buy
10,053
+1,197
+14% +$143K 0.22% 138
2020
Q4 		$1.07M Buy
8,856
+1,634
+23% +$189K 0.21% 138
2020
Q3 		$840K Buy
7,222
+351
+5% +$41.3K 0.2% 134
2020
Q2 		$793K Sell
6,871
-85
-1% -$9.87K 0.26% 107
2020
Q1 		$801K Buy
6,956
+395
+6% +$50K 0.28% 95
2019
Q4 		$864K Sell
6,561
-497
-7% -$64.6K 0.26% 110
2019
Q3 		$981K Sell
7,058
-68
-1% -$9.17K 0.35% 85
2019
Q2 		$1.02M Buy
7,126
+448
+7% +$58.9K 0.39% 71
2019
Q1 		$901K Buy
6,678
+1,291
+24% +$165K 0.37% 70
2018
Q4 		$585K Sell
5,387
-1,625
-23% -$195K 0.29% 93
2018
Q3 		$1.01M Sell
7,012
-1,556
-18% -$217K 0.29% 99
2018
Q2 		$1.14M Buy
8,568
+1,561
+22% +$218K 0.35% 81
2018
Q1 		$1.03M Buy
7,007
+39
+0.6% +$5.9K 0.36% 77
2017
Q4 		$1.02M Buy
6,968
+553
+9% +$80.4K 0.37% 77
2017
Q3 		$890K Buy
6,415
+271
+4% +$37.8K 0.35% 78
2017
Q2 		$904K Buy
6,144
+489
+9% +$73.7K 0.39% 72
2017
Q1 		$941K Buy
5,655
+583
+11% +$97.8K 0.42% 63
2016
Q4 		$805K Buy
5,072
+775
+18% +$118K 0.38% 71
2016
Q3 		$653K Buy
4,297
+13
+0.3% +$1.97K 0.33% 87
2016
Q2 		$622K Buy
4,284
+68
+2% +$9.73K 0.32% 86
2016
Q1 		$610K Buy
4,216
+465
+12% +$59.4K 0.35% 79
2015
Q4 		$494K Buy
+3,751
New +$504K 0.25% 97

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

Ausdal Financial Partners's IBM Position: Q1 2026 in Review

Ausdal Financial Partners reduced its IBM (IBM) stake by 6.7% in Q1 2026, selling an estimated $266K and leaving 13,740 shares worth $3.33M. The position accounts for 0.15% of the portfolio, ranked #156.

Ausdal Financial Partners first reported a position in IBM in Q4 2015 and has held it in 42 quarters since. The position peaked at $4.36M in Q4 2025. 3,466 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • Ausdal Financial Partners held 13,740 shares of IBM worth $3.33M as of Q1 2026.
  • Ausdal Financial Partners sold 983 IBM shares in Q1 2026, an estimated $266K.
  • IBM made up 0.15% of Ausdal Financial Partners's portfolio in Q1 2026, its #156 holding.
  • Ausdal Financial Partners first reported a position in IBM in Q4 2015 and has held it in 42 quarters since.
  • Ausdal Financial Partners's IBM position peaked at $4.36M in Q4 2025.
  • 3,466 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Ausdal Financial Partners's 13F filing for Q1 2026, filed 12 May 2026.