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BFSG LLC’s IBM IBM Stock Holding History

BFSG LLC’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 		$2.24M Buy
9,235
+1,906
+26% +$516K 0.21% 122
2025
Q4 		$2.17M Buy
7,329
+958
+15% +$287K 0.21% 125
2025
Q3 		$1.8M Buy
6,371
+5,668
+806% +$1.48M 0.17% 139
2025
Q2 		$207K Buy
703
+1
+0.1% +$258 0.02% 249
2025
Q1 		$175K Buy
702
+2
+0.3% +$489 0.02% 250
2024
Q4 		$154K Sell
700
-185
-21% -$41.2K 0.02% 266
2024
Q3 		$196K Hold
885
– – 0.02% 253
2024
Q2 		$153K Buy
885
+5
+0.6% +$869 0.02% 259
2024
Q1 		$168K Hold
880
– – 0.02% 255
2023
Q4 		$144K Buy
+880
New +$133K 0.02% 274
2017
Q3 		– Sell
-1,982
Closed -$292K – 147
2017
Q2 		$292K Sell
1,982
-1,261
-39% -$190K 0.14% 91
2017
Q1 		$540K Buy
+3,243
New +$544K 0.27% 77

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

BFSG LLC's IBM Position: Q1 2026 in Review

BFSG LLC increased its IBM (IBM) stake by 26% in Q1 2026, buying an estimated $516K and bringing the position to 9,235 shares worth $2.24M. The position accounts for 0.21% of the portfolio, ranked #122.

BFSG LLC first reported a position in IBM in Q1 2017 and has held it in 12 quarters since. 3,462 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • BFSG LLC held 9,235 shares of IBM worth $2.24M as of Q1 2026.
  • BFSG LLC bought 1,906 IBM shares in Q1 2026, an estimated $516K.
  • IBM made up 0.21% of BFSG LLC's portfolio in Q1 2026, its #122 holding.
  • BFSG LLC first reported a position in IBM in Q1 2017 and has held it in 12 quarters since.
  • 3,462 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on BFSG LLC's 13F filing for Q1 2026, filed 29 Apr 2026.