Bouchey Financial Group
IBM icon

Bouchey Financial Group’s IBM IBM Stock Holding History

Bouchey 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
Q3 		$723K Sell
3,286
-50
-1% -$11.9K 0.05% 83
2026
Q2 		$938K Buy
3,336
+260
+8% +$65.5K 0.06% 68
2026
Q1 		$730K Buy
3,076
+4
+0.1% +$1.08K 0.05% 74
2025
Q4 		$910K Buy
3,072
+27
+0.9% +$8.09K 0.07% 61
2025
Q3 		$859K Sell
3,045
-82
-3% -$21.5K 0.07% 56
2025
Q2 		$922K Buy
3,127
+4
+0.1% +$1.03K 0.08% 53
2025
Q1 		$776K Sell
3,123
-105
-3% -$25.7K 0.07% 53
2024
Q4 		$710K Buy
3,228
+13
+0.4% +$2.9K 0.06% 59
2024
Q3 		$711K Buy
3,215
+44
+1% +$8.63K 0.06% 65
2024
Q2 		$548K Sell
3,171
-20
-0.6% -$3.48K 0.05% 72
2024
Q1 		$609K Sell
3,191
-166
-5% -$30.3K 0.06% 64
2023
Q4 		$549K Sell
3,357
-227
-6% -$34.3K 0.06% 66
2023
Q3 		$503K Buy
3,584
+1,178
+49% +$168K 0.06% 67
2023
Q2 		$322K Sell
2,406
-1,049
-30% -$135K 0.04% 82
2023
Q1 		$452K Hold
3,455
– – 0.06% 60
2022
Q4 		$487K Sell
3,455
-225
-6% -$31K 0.07% 53
2022
Q3 		$437K Buy
3,680
+225
+7% +$29.5K 0.06% 57
2022
Q2 		$488K Sell
3,455
-10
-0.3% -$1.35K 0.08% 52
2022
Q1 		$451K Sell
3,465
-48
-1% -$6.26K 0.06% 59
2021
Q4 		$470K Buy
3,513
+1,320
+60% +$166K 0.06% 58
2021
Q3 		$291K Hold
2,193
– – 0.04% 74
2021
Q2 		$307K Sell
2,193
-5
-0.2% -$684 0.05% 63
2021
Q1 		$280K Hold
2,198
– – 0.05% 67
2020
Q4 		$264K Buy
2,198
+5
+0.2% +$578 0.05% 66
2020
Q3 		$255K Sell
2,193
-14
-0.6% -$1.65K 0.05% 59
2020
Q2 		$255K Buy
2,207
+14
+0.6% +$1.63K 0.05% 53
2020
Q1 		$233K Sell
2,193
-51
-2% -$6.45K 0.06% 54
2019
Q4 		$288K Sell
2,244
-2,735
-55% -$355K 0.07% 61
2019
Q3 		$692K Buy
+4,979
New +$672K 0.17% 41

Other funds holding IBM

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Bouchey Financial Group's IBM Position: Q3 2026 in Review

Bouchey Financial Group reduced its IBM (IBM) stake by 1.5% in Q3 2026, selling an estimated $11.9K and leaving 3,286 shares worth $723K. The position accounts for 0.05% of the portfolio, ranked #83.

Bouchey Financial Group first reported a position in IBM in Q3 2019 and has held it in 29 quarters since. The position peaked at $938K in Q2 2026. 3,037 funds tracked by Wall St. Rank hold IBM as of Q3 2026.

  • Bouchey Financial Group held 3,286 shares of IBM worth $723K as of Q3 2026.
  • Bouchey Financial Group sold 50 IBM shares in Q3 2026, an estimated $11.9K.
  • IBM made up 0.05% of Bouchey Financial Group's portfolio in Q3 2026, its #83 holding.
  • Bouchey Financial Group first reported a position in IBM in Q3 2019 and has held it in 29 quarters since.
  • Bouchey Financial Group's IBM position peaked at $938K in Q2 2026.
  • 3,037 funds tracked by Wall St. Rank held IBM as of Q3 2026.

Based on Bouchey Financial Group's 13F filing for Q3 2026, filed 12 Nov 2026.