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 Q2	–	Sell	-934	Closed	-$216K	–	158
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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

Beto Financial Group sold out of IBM (IBM) in Q2 2026, closing a stake of 934 shares — an estimated $216K sold.

Beto Financial Group first reported a position in IBM in Q4 2025 and held it in 2 quarters. The position peaked at $291K in Q4 2025. 3,643 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

Beto Financial Group reported no remaining IBM position as of Q2 2026 after selling out during the quarter.
Beto Financial Group sold 934 IBM shares in Q2 2026, an estimated $216K.
Beto Financial Group first reported a position in IBM in Q4 2025 and held it in 2 quarters.
Beto Financial Group's IBM position peaked at $291K in Q4 2025.
3,643 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Beto Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.