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Black Diamond Financial’s IBM IBM Stock Holding History

Black Diamond Financial’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 		$312K Buy
1,109
+229
+26% +$57.7K 0.03% 153
2026
Q1 		$213K Sell
880
-57
-6% -$15.4K 0.02% 177
2025
Q4 		$277K Sell
937
-1,975
-68% -$591K 0.03% 146
2025
Q3 		$821K Buy
2,912
+173
+6% +$45.3K 0.09% 73
2025
Q2 		$808K Buy
2,739
+34
+1% +$8.76K 0.13% 67
2025
Q1 		$673K Buy
2,705
+1
+0% +$245 0.1% 80
2024
Q4 		$594K Buy
+2,704
New +$602K 0.09% 79

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 $3.38T AUM 44.17% 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

Black Diamond Financial's IBM Position: Q2 2026 in Review

Black Diamond Financial increased its IBM (IBM) stake by 26% in Q2 2026, buying an estimated $57.7K and bringing the position to 1,109 shares worth $312K. The position accounts for 0.03% of the portfolio, ranked #153.

Black Diamond Financial first reported a position in IBM in Q4 2024 and has held it in 7 quarters since. The position peaked at $821K in Q3 2025. 3,643 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Black Diamond Financial held 1,109 shares of IBM worth $312K as of Q2 2026.
  • Black Diamond Financial bought 229 IBM shares in Q2 2026, an estimated $57.7K.
  • IBM made up 0.03% of Black Diamond Financial's portfolio in Q2 2026, its #153 holding.
  • Black Diamond Financial first reported a position in IBM in Q4 2024 and has held it in 7 quarters since.
  • Black Diamond Financial's IBM position peaked at $821K in Q3 2025.
  • 3,643 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Black Diamond Financial's 13F filing for Q2 2026, filed 4 Aug 2026.