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Beto Financial Group’s IBM IBM Stock Holding History

Beto 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 		$216K Buy
934
+8
+0.9% +$2.17K 0.13% 141
2025
Q4 		$291K Buy
+926
New +$277K 0.2% 99

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

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

Beto Financial Group increased its IBM (IBM) stake by 0.86% in Q1 2026, buying an estimated $2.17K and bringing the position to 934 shares worth $216K. The position accounts for 0.13% of the portfolio, ranked #141.

Beto Financial Group first reported a position in IBM in Q4 2025 and has held it in 2 quarters since. The position peaked at $291K in Q4 2025. 3,470 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • Beto Financial Group held 934 shares of IBM worth $216K as of Q1 2026.
  • Beto Financial Group bought 8 IBM shares in Q1 2026, an estimated $2.17K.
  • IBM made up 0.13% of Beto Financial Group's portfolio in Q1 2026, its #141 holding.
  • Beto Financial Group first reported a position in IBM in Q4 2025 and has held it in 2 quarters since.
  • Beto Financial Group's IBM position peaked at $291K in Q4 2025.
  • 3,470 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Beto Financial Group's 13F filing for Q1 2026, filed 11 May 2026.