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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
Q2 		$2.67M Buy
9,494
+259
+3% +$65.3K 0.24% 119
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 $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

BFSG LLC's IBM Position: Q2 2026 in Review

BFSG LLC increased its IBM (IBM) stake by 2.8% in Q2 2026, buying an estimated $65.3K and bringing the position to 9,494 shares worth $2.67M. The position accounts for 0.24% of the portfolio, ranked #119.

BFSG LLC first reported a position in IBM in Q1 2017 and has held it in 13 quarters since. 3,628 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • BFSG LLC held 9,494 shares of IBM worth $2.67M as of Q2 2026.
  • BFSG LLC bought 259 IBM shares in Q2 2026, an estimated $65.3K.
  • IBM made up 0.24% of BFSG LLC's portfolio in Q2 2026, its #119 holding.
  • BFSG LLC first reported a position in IBM in Q1 2017 and has held it in 13 quarters since.
  • 3,628 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on BFSG LLC's 13F filing for Q2 2026, filed 20 Jul 2026.