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Benchmark Financial Wealth Advisors’s IBM IBM Stock Holding History

Benchmark Financial Wealth 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 		$235K Buy
836
+4
+0.5% +$1.01K 0.06% 127
2026
Q1 		$202K Buy
832
+151
+22% +$40.9K 0.06% 130
2025
Q4 		$202K Sell
681
-172
-20% -$51.5K 0.06% 125
2025
Q3 		$241K Buy
853
+15
+2% +$3.93K 0.07% 102
2025
Q2 		$247K Buy
838
+22
+3% +$5.67K 0.08% 98
2025
Q1 		$203K Buy
+816
New +$200K 0.08% 97
2022
Q4 		– Sell
-2,309
Closed -$274K – 71
2022
Q3 		$274K Buy
2,309
+95
+4% +$12.5K 0.16% 55
2022
Q2 		$313K Buy
2,214
+25
+1% +$3.37K 0.16% 45
2022
Q1 		$285K Hold
2,189
– – 0.12% 61
2021
Q4 		$293K Sell
2,189
-87
-4% -$10.9K 0.12% 57
2021
Q3 		$302K Sell
2,276
-155
-6% -$20.7K 0.14% 49
2021
Q2 		$341K Buy
2,431
+1
+0% +$137 0.16% 45
2021
Q1 		$310K Sell
2,430
-24
-1% -$2.87K 0.17% 44
2020
Q4 		$295K Buy
2,454
+2
+0.1% +$231 0.16% 46
2020
Q3 		$285K Buy
2,452
+2
+0.1% +$235 0.18% 44
2020
Q2 		$283K Buy
2,450
+29
+1% +$3.37K 0.21% 39
2020
Q1 		$257K Buy
2,421
+2
+0.1% +$253 0.26% 31
2019
Q4 		$310K Buy
2,419
+2
+0.1% +$260 0.26% 30
2019
Q3 		$336K Buy
2,417
+2
+0.1% +$270 0.33% 24
2019
Q2 		$318K Sell
2,415
-235
-9% -$30.9K 0.31% 26
2019
Q1 		$357K Buy
2,650
+30
+1% +$3.82K 0.37% 23
2018
Q4 		$285K Buy
+2,620
New +$314K 0.35% 24

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

Benchmark Financial Wealth Advisors's IBM Position: Q2 2026 in Review

Benchmark Financial Wealth Advisors increased its IBM (IBM) stake by 0.48% in Q2 2026, buying an estimated $1.01K and bringing the position to 836 shares worth $235K. The position accounts for 0.06% of the portfolio, ranked #127.

Benchmark Financial Wealth Advisors first reported a position in IBM in Q4 2018 and has held it in 22 quarters since. The position peaked at $357K in Q1 2019. 3,625 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Benchmark Financial Wealth Advisors held 836 shares of IBM worth $235K as of Q2 2026.
  • Benchmark Financial Wealth Advisors bought 4 IBM shares in Q2 2026, an estimated $1.01K.
  • IBM made up 0.06% of Benchmark Financial Wealth Advisors's portfolio in Q2 2026, its #127 holding.
  • Benchmark Financial Wealth Advisors first reported a position in IBM in Q4 2018 and has held it in 22 quarters since.
  • Benchmark Financial Wealth Advisors's IBM position peaked at $357K in Q1 2019.
  • 3,625 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Benchmark Financial Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.