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Blackston Financial Advisory Group’s IBM IBM Stock Holding History

Blackston Financial Advisory 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
Q1 		$260K Sell
1,074
-111
-9% -$30K 0.16% 79
2025
Q4 		$351K Sell
1,185
-108
-8% -$32.3K 0.21% 66
2025
Q3 		$365K Sell
1,293
-50
-4% -$13.1K 0.22% 59
2025
Q2 		$396K Sell
1,343
-74
-5% -$19.1K 0.25% 59
2025
Q1 		$352K Sell
1,417
-163
-10% -$39.9K 0.24% 57
2024
Q4 		$347K Sell
1,580
-1
-0.1% -$223 0.17% 88
2024
Q3 		$350K Sell
1,581
-732
-32% -$144K 0.18% 86
2024
Q2 		$400K Buy
2,313
+958
+71% +$166K 0.22% 40
2024
Q1 		$259K Sell
1,355
-1,107
-45% -$202K 0.17% 53
2023
Q4 		$403K Sell
2,462
-148
-6% -$22.4K 0.26% 50
2023
Q3 		$366K Sell
2,610
-248
-9% -$35.3K 0.26% 53
2023
Q2 		$382K Sell
2,858
-269
-9% -$34.7K 0.28% 52
2023
Q1 		$410K Sell
3,127
-181
-5% -$24.2K 0.31% 56
2022
Q4 		$466K Buy
3,308
+33
+1% +$4.55K 0.34% 49
2022
Q3 		$453K Buy
3,275
+65
+2% +$8.53K 0.32% 48
2022
Q2 		$452K Sell
3,210
-214
-6% -$28.9K 0.3% 47
2022
Q1 		$476K Buy
3,424
+915
+36% +$119K 0.31% 41
2021
Q4 		$335K Buy
+2,509
New +$315K 0.19% 58

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

Blackston Financial Advisory Group's IBM Position: Q1 2026 in Review

Blackston Financial Advisory Group reduced its IBM (IBM) stake by 9.4% in Q1 2026, selling an estimated $30K and leaving 1,074 shares worth $260K. The position accounts for 0.16% of the portfolio, ranked #79.

Blackston Financial Advisory Group first reported a position in IBM in Q4 2021 and has held it in 18 quarters since. The position peaked at $476K in Q1 2022. 3,466 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • Blackston Financial Advisory Group held 1,074 shares of IBM worth $260K as of Q1 2026.
  • Blackston Financial Advisory Group sold 111 IBM shares in Q1 2026, an estimated $30K.
  • IBM made up 0.16% of Blackston Financial Advisory Group's portfolio in Q1 2026, its #79 holding.
  • Blackston Financial Advisory Group first reported a position in IBM in Q4 2021 and has held it in 18 quarters since.
  • Blackston Financial Advisory Group's IBM position peaked at $476K in Q1 2022.
  • 3,466 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Blackston Financial Advisory Group's 13F filing for Q1 2026, filed 23 Apr 2026.