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Berger Financial Group’s IBM IBM Stock Holding History

Berger 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
Q2 		$9.24M Sell
32,864
-2,293
-7% -$578K 0.47% 43
2026
Q1 		$8.52M Sell
35,157
-4,312
-11% -$1.17M 0.48% 42
2025
Q4 		$11.7M Buy
39,469
+1,306
+3% +$391K 0.68% 33
2025
Q3 		$10.8M Buy
38,163
+5,650
+17% +$1.48M 0.64% 33
2025
Q2 		$9.58M Sell
32,513
-246
-0.8% -$63.4K 0.62% 35
2025
Q1 		$8.15M Sell
32,759
-2,577
-7% -$630K 0.57% 36
2024
Q4 		$7.77M Buy
35,336
+227
+0.6% +$50.6K 0.54% 42
2024
Q3 		$7.76M Sell
35,109
-169
-0.5% -$33.1K 0.56% 41
2024
Q2 		$6.1M Buy
35,278
+23
+0.1% +$4K 0.49% 45
2024
Q1 		$6.73M Sell
35,255
-3,034
-8% -$553K 0.55% 41
2023
Q4 		$6.26M Buy
38,289
+346
+0.9% +$52.3K 0.65% 35
2023
Q3 		$5.32M Buy
37,943
+1,489
+4% +$212K 0.61% 40
2023
Q2 		$4.88M Sell
36,454
-530
-1% -$68.4K 0.55% 43
2023
Q1 		$4.85M Sell
36,984
-3,225
-8% -$431K 0.58% 42
2022
Q4 		$5.67M Buy
40,209
+288
+0.7% +$39.7K 0.75% 38
2022
Q3 		$4.74M Buy
39,921
+2,117
+6% +$278K 0.7% 34
2022
Q2 		$5.34M Buy
37,804
+825
+2% +$111K 0.78% 32
2022
Q1 		$4.81M Sell
36,979
-614
-2% -$80.1K 0.61% 42
2021
Q4 		$5.03M Buy
37,593
+406
+1% +$50.9K 0.67% 46
2021
Q3 		$4.94M Sell
37,187
-121
-0.3% -$16.2K 0.89% 33
2021
Q2 		$5.23M Buy
37,308
+495
+1% +$67.7K 0.95% 28
2021
Q1 		$4.69M Buy
36,813
+2,786
+8% +$333K 1.02% 26
2020
Q4 		$4.09M Buy
+34,027
New +$3.93M 0.72% 49

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

Berger Financial Group's IBM Position: Q2 2026 in Review

Berger Financial Group reduced its IBM (IBM) stake by 6.5% in Q2 2026, selling an estimated $578K and leaving 32,864 shares worth $9.24M. The position accounts for 0.47% of the portfolio, ranked #43.

Berger Financial Group first reported a position in IBM in Q4 2020 and has held it in 23 quarters since. The position peaked at $11.7M in Q4 2025. 3,629 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Berger Financial Group held 32,864 shares of IBM worth $9.24M as of Q2 2026.
  • Berger Financial Group sold 2,293 IBM shares in Q2 2026, an estimated $578K.
  • IBM made up 0.47% of Berger Financial Group's portfolio in Q2 2026, its #43 holding.
  • Berger Financial Group first reported a position in IBM in Q4 2020 and has held it in 23 quarters since.
  • Berger Financial Group's IBM position peaked at $11.7M in Q4 2025.
  • 3,629 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Berger Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.