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Baltimore-Washington Financial Advisors’s IBM IBM Stock Holding History

Baltimore-Washington Financial Advisors’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 		$505K Buy
1,797
+295
+20% +$74.3K 0.02% 129
2026
Q1 		$364K Sell
1,502
-93
-6% -$25.2K 0.02% 139
2025
Q4 		$472K Buy
1,595
+105
+7% +$31.4K 0.02% 120
2025
Q3 		$420K Buy
1,490
+124
+9% +$32.5K 0.02% 123
2025
Q2 		$403K Buy
1,366
+40
+3% +$10.3K 0.02% 122
2025
Q1 		$330K Buy
1,326
+150
+13% +$36.7K 0.02% 119
2024
Q4 		$259K Buy
+1,176
New +$262K 0.01% 131
2020
Q3 		– Sell
-125,067
Closed -$46K – 132
2020
Q2 		$46K Buy
+125,067
New +$14.5M 0.01% 122
2015
Q4 		– Sell
-300
Closed -$41K – 169
2015
Q3 		$41K Sell
300
-6
-2% -$886 0.01% 133
2015
Q2 		$47K Sell
306
-21
-6% -$3.38K 0.01% 131
2015
Q1 		$50K Sell
327
-105
-24% -$15.9K 0.01% 135
2014
Q4 		$66K Sell
432
-129
-23% -$20.5K 0.02% 123
2014
Q3 		$102K Buy
561
+3
+0.5% +$547 0.03% 116
2014
Q2 		$97K Sell
558
-169
-23% -$30.4K 0.03% 129
2014
Q1 		$134K Sell
727
-366
-33% -$64.4K 0.05% 108
2013
Q4 		$196K Sell
1,093
-696
-39% -$120K 0.07% 107
2013
Q3 		$317K Sell
1,789
-160
-8% -$29.1K 0.13% 84
2013
Q2 		$356K Buy
+1,949
New +$380K 0.15% 82

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

Baltimore-Washington Financial Advisors's IBM Position: Q2 2026 in Review

Baltimore-Washington Financial Advisors increased its IBM (IBM) stake by 20% in Q2 2026, buying an estimated $74.3K and bringing the position to 1,797 shares worth $505K. The position accounts for 0.02% of the portfolio, ranked #129.

Baltimore-Washington Financial Advisors first reported a position in IBM in Q2 2013 and has held it in 18 quarters since. 3,625 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Baltimore-Washington Financial Advisors held 1,797 shares of IBM worth $505K as of Q2 2026.
  • Baltimore-Washington Financial Advisors bought 295 IBM shares in Q2 2026, an estimated $74.3K.
  • IBM made up 0.02% of Baltimore-Washington Financial Advisors's portfolio in Q2 2026, its #129 holding.
  • Baltimore-Washington Financial Advisors first reported a position in IBM in Q2 2013 and has held it in 18 quarters since.
  • 3,625 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Baltimore-Washington Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.