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Benedict Financial Advisors’s IBM IBM Stock Holding History

Benedict 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 		$217K Buy
+773
New +$195K 0.04% 136
2026
Q1 		– Sell
-3,941
Closed -$1.17M – 136
2025
Q4 		$1.17M Buy
3,941
+19
+0.5% +$5.69K 0.25% 100
2025
Q3 		$1.11M Buy
3,922
+167
+4% +$43.7K 0.24% 97
2025
Q2 		$1.11M Buy
3,755
+2
+0.1% +$515 0.25% 94
2025
Q1 		$933K Sell
3,753
-1,041
-22% -$255K 0.22% 96
2024
Q4 		$1.05M Buy
4,794
+327
+7% +$72.8K 0.26% 92
2024
Q3 		$988K Buy
4,467
+1,525
+52% +$299K 0.23% 96
2024
Q2 		$509K Buy
2,942
+1,300
+79% +$226K 0.13% 107
2024
Q1 		$314K Buy
1,642
+273
+20% +$49.8K 0.08% 115
2023
Q4 		$224K Buy
+1,369
New +$207K 0.06% 121
2016
Q1 		– Sell
-4,989
Closed -$656K – 98
2015
Q4 		$656K Sell
4,989
-50
-1% -$6.72K 0.42% 60
2015
Q3 		$698K Buy
5,039
+59
+1% +$8.71K 0.48% 60
2015
Q2 		$770K Buy
4,980
+53
+1% +$8.52K 0.5% 59
2015
Q1 		$765K Buy
4,927
+19
+0.4% +$2.88K 0.49% 59
2014
Q4 		$735K Buy
+4,908
New +$781K 0.48% 59

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

Benedict Financial Advisors's IBM Position: Q2 2026 in Review

Benedict Financial Advisors opened a new position in IBM (IBM) in Q2 2026: 773 shares worth $217K. The stake represents 0.04% of the portfolio and ranks #136 among its holdings. This is a return to the name: Benedict Financial Advisors previously reported a position in IBM as recently as Q4 2025.

Benedict Financial Advisors first reported a position in IBM in Q4 2014 and has held it in 15 quarters since. The position peaked at $1.17M in Q4 2025. 3,614 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Benedict Financial Advisors held 773 shares of IBM worth $217K as of Q2 2026.
  • IBM was a new Benedict Financial Advisors position in Q2 2026.
  • IBM made up 0.04% of Benedict Financial Advisors's portfolio in Q2 2026, its #136 holding.
  • Benedict Financial Advisors first reported a position in IBM in Q4 2014 and has held it in 15 quarters since.
  • Benedict Financial Advisors's IBM position peaked at $1.17M in Q4 2025.
  • 3,614 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Benedict Financial Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.