Baron Financial Group
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Baron Financial Group’s IBM IBM Stock Holding History

Baron 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
Q3 		$586K Buy
2,665
+4
+0.2% +$950 0.29% 40
2026
Q2 		$748K Sell
2,661
-2
-0.1% -$504 0.36% 38
2026
Q1 		$645K Buy
2,663
+19
+0.7% +$5.14K 0.35% 37
2025
Q4 		$783K Sell
2,644
-15
-0.6% -$4.49K 0.42% 35
2025
Q3 		$750K Sell
2,659
-97
-4% -$25.4K 0.41% 34
2025
Q2 		$812K Buy
2,756
+3
+0.1% +$773 0.48% 34
2025
Q1 		$684K Sell
2,753
-596
-18% -$146K 0.43% 35
2024
Q4 		$736K Buy
3,349
+3
+0.1% +$668 0.46% 34
2024
Q3 		$740K Buy
3,346
+4
+0.1% +$784 0.45% 35
2024
Q2 		$578K Buy
3,342
+5
+0.1% +$869 0.37% 36
2024
Q1 		$637K Buy
3,337
+4
+0.1% +$730 0.39% 36
2023
Q4 		$545K Sell
3,333
-95
-3% -$14.4K 0.35% 38
2023
Q3 		$481K Buy
3,428
+6
+0.2% +$854 0.31% 37
2023
Q2 		$458K Buy
3,422
+6
+0.2% +$774 0.28% 37
2023
Q1 		$448K Buy
3,416
+46
+1% +$6.15K 0.28% 38
2022
Q4 		$475K Buy
3,370
+5
+0.1% +$690 0.31% 39
2022
Q3 		$400K Buy
3,365
+6
+0.2% +$787 0.27% 41
2022
Q2 		$474K Buy
3,359
+5
+0.1% +$675 0.31% 33
2022
Q1 		$436K Buy
3,354
+6
+0.2% +$782 0.25% 33
2021
Q4 		$447K Sell
3,348
-771
-19% -$96.7K 0.25% 34
2021
Q3 		$547K Buy
4,119
+5
+0.1% +$668 0.33% 34
2021
Q2 		$576K Sell
4,114
-257
-6% -$35.1K 0.36% 34
2021
Q1 		$557K Sell
4,371
-726
-14% -$86.9K 0.38% 34
2020
Q4 		$613K Sell
5,097
-254
-5% -$29.4K 0.49% 32
2020
Q3 		$622K Buy
+5,351
New +$630K 0.58% 28

Other funds holding IBM

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Baron Financial Group's IBM Position: Q3 2026 in Review

Baron Financial Group increased its IBM (IBM) stake by 0.15% in Q3 2026, buying an estimated $950 and bringing the position to 2,665 shares worth $586K. The position accounts for 0.29% of the portfolio, ranked #40.

Baron Financial Group first reported a position in IBM in Q3 2020 and has held it in 25 quarters since. The position peaked at $812K in Q2 2025. 3,037 funds tracked by Wall St. Rank hold IBM as of Q3 2026.

  • Baron Financial Group held 2,665 shares of IBM worth $586K as of Q3 2026.
  • Baron Financial Group bought 4 IBM shares in Q3 2026, an estimated $950.
  • IBM made up 0.29% of Baron Financial Group's portfolio in Q3 2026, its #40 holding.
  • Baron Financial Group first reported a position in IBM in Q3 2020 and has held it in 25 quarters since.
  • Baron Financial Group's IBM position peaked at $812K in Q2 2025.
  • 3,037 funds tracked by Wall St. Rank held IBM as of Q3 2026.

Based on Baron Financial Group's 13F filing for Q3 2026, filed 9 Oct 2026.