BFG
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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Berger Financial Group's IBM Position: Q1 2026 in Review

Berger Financial Group reduced its IBM (IBM) stake by 11% in Q1 2026, selling an estimated $1.17M and leaving 35,157 shares worth $8.52M. The position accounts for 0.48% of the portfolio, ranked #42.

Berger Financial Group first reported a position in IBM in Q4 2020 and has held it in 22 quarters since. The position peaked at $11.7M in Q4 2025. 3,462 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • Berger Financial Group held 35,157 shares of IBM worth $8.52M as of Q1 2026.
  • Berger Financial Group sold 4,312 IBM shares in Q1 2026, an estimated $1.17M.
  • IBM made up 0.48% of Berger Financial Group's portfolio in Q1 2026, its #42 holding.
  • Berger Financial Group first reported a position in IBM in Q4 2020 and has held it in 22 quarters since.
  • Berger Financial Group's IBM position peaked at $11.7M in Q4 2025.
  • 3,462 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Berger Financial Group's 13F filing for Q1 2026, filed 28 Apr 2026.