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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
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 $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

Black Diamond Financial's IBM Position: Q1 2026 in Review

Black Diamond Financial reduced its IBM (IBM) stake by 6.1% in Q1 2026, selling an estimated $15.4K and leaving 880 shares worth $213K. The position accounts for 0.02% of the portfolio, ranked #177.

Black Diamond Financial first reported a position in IBM in Q4 2024 and has held it in 6 quarters since. The position peaked at $821K in Q3 2025. 3,466 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • Black Diamond Financial held 880 shares of IBM worth $213K as of Q1 2026.
  • Black Diamond Financial sold 57 IBM shares in Q1 2026, an estimated $15.4K.
  • IBM made up 0.02% of Black Diamond Financial's portfolio in Q1 2026, its #177 holding.
  • Black Diamond Financial first reported a position in IBM in Q4 2024 and has held it in 6 quarters since.
  • Black Diamond Financial's IBM position peaked at $821K in Q3 2025.
  • 3,466 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Black Diamond Financial's 13F filing for Q1 2026, filed 5 May 2026.