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Bleakley Financial Group’s IBM IBM Stock Holding History

Bleakley Financial 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
Q2 		$13.7M Buy
48,879
+8,077
+20% +$2.03M 0.18% 99
2026
Q1 		$9.89M Sell
40,802
-5,662
-12% -$1.53M 0.15% 109
2025
Q4 		$13.8M Buy
46,464
+3,540
+8% +$1.06M 0.24% 72
2025
Q3 		$12.1M Buy
42,924
+7,301
+20% +$1.91M 0.28% 69
2025
Q2 		$10.5M Buy
35,623
+3,304
+10% +$851K 0.27% 72
2025
Q1 		$8.04M Buy
32,319
+873
+3% +$214K 0.26% 77
2024
Q4 		$6.91M Buy
31,446
+104
+0.3% +$23.2K 0.21% 80
2024
Q3 		$6.93M Buy
31,342
+592
+2% +$116K 0.21% 81
2024
Q2 		$5.32M Sell
30,750
-1,719
-5% -$299K 0.15% 128
2024
Q1 		$6.2M Buy
32,469
+2,727
+9% +$497K 0.18% 113
2023
Q4 		$4.86M Buy
29,742
+2,886
+11% +$436K 0.15% 126
2023
Q3 		$3.77M Sell
26,856
-2,351
-8% -$335K 0.13% 140
2023
Q2 		$3.91M Buy
29,207
+1,108
+4% +$143K 0.12% 154
2023
Q1 		$3.68M Sell
28,099
-415
-1% -$55.5K 0.12% 156
2022
Q4 		$4.02M Buy
+28,514
New +$3.93M 0.14% 138

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

Bleakley Financial Group's IBM Position: Q2 2026 in Review

Bleakley Financial Group increased its IBM (IBM) stake by 20% in Q2 2026, buying an estimated $2.03M and bringing the position to 48,879 shares worth $13.7M. The position accounts for 0.18% of the portfolio, ranked #99.

Bleakley Financial Group first reported a position in IBM in Q4 2022 and has held it in 15 quarters since. The position peaked at $13.8M in Q4 2025. 3,628 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Bleakley Financial Group held 48,879 shares of IBM worth $13.7M as of Q2 2026.
  • Bleakley Financial Group bought 8,077 IBM shares in Q2 2026, an estimated $2.03M.
  • IBM made up 0.18% of Bleakley Financial Group's portfolio in Q2 2026, its #99 holding.
  • Bleakley Financial Group first reported a position in IBM in Q4 2022 and has held it in 15 quarters since.
  • Bleakley Financial Group's IBM position peaked at $13.8M in Q4 2025.
  • 3,628 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Bleakley Financial Group's 13F filing for Q2 2026, filed 5 Aug 2026.