Brendel Financial Advisors’s IBM IBM Stock Holding History

Brendel Financial Advisors’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	$839K	Sell	2,983 -13,025	-81%	-$3.28M	0.39%	52
2026 Q1	$3.88M	Sell	16,008 -306	-2%	-$82.8K	1.92%	22
2025 Q4	$4.83M	Buy	16,314 +622	+4%	+$186K	2.38%	9
2025 Q3	$4.43M	Buy	15,692 +13,240	+540%	+$3.47M	2.27%	10
2025 Q2	$723K	Buy	2,452 +14	+0.6%	+$3.61K	0.41%	52
2025 Q1	$606K	Hold	2,438	–	–	0.37%	58
2024 Q4	$536K	Hold	2,438	–	–	0.32%	61
2024 Q3	$539K	Hold	2,438	–	–	0.31%	63
2024 Q2	$422K	Buy	+2,438	New	+$424K	0.27%	67
2024 Q1	–	Sell	-2,417	Closed	-$395K	–	75
2023 Q4	$395K	Buy	+2,417	New	+$365K	0.26%	67
2023 Q2	–	Sell	-2,417	Closed	-$317K	–	72
2023 Q1	$317K	Buy	+2,417	New	+$323K	0.23%	65
2022 Q3	–	Sell	-3,898	Closed	-$550K	–	77
2022 Q2	$550K	Hold	3,898	–	–	0.48%	56
2022 Q1	$507K	Hold	3,898	–	–	0.28%	71
2021 Q4	$521K	Buy	+3,898	New	+$489K	0.27%	70
2021 Q3	–	Sell	-4,130	Closed	-$579K	–	165
2021 Q2	$579K	Buy	4,130 +978	+31%	+$134K	0.32%	66
2021 Q1	$402K	Hold	3,152	–	–	0.27%	67
2020 Q4	$379K	Hold	3,152	–	–	0.26%	66
2020 Q3	$367K	Sell	3,152 -62	-2%	-$7.3K	0.29%	64
2020 Q2	$371K	Hold	3,214	–	–	0.32%	67
2020 Q1	$341K	Hold	3,214	–	–	0.4%	56
2019 Q4	$412K	Sell	3,214 -22	-0.7%	-$2.86K	0.35%	64
2019 Q3	$450K	Hold	3,236	–	–	0.4%	59
2019 Q2	$427K	Hold	3,236	–	–	0.41%	58
2019 Q1	$437K	Hold	3,236	–	–	0.39%	55
2018 Q4	$352K	Buy	+3,236	New	+$388K	0.4%	63

Other funds holding IBM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Brendel Financial Advisors's IBM Position: Q2 2026 in Review

Brendel Financial Advisors reduced its IBM (IBM) stake by 81% in Q2 2026, selling an estimated $3.28M and leaving 2,983 shares worth $839K. The position accounts for 0.39% of the portfolio, ranked #52.

Brendel Financial Advisors first reported a position in IBM in Q4 2018 and has held it in 25 quarters since. The position peaked at $4.83M in Q4 2025. 3,625 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

Brendel Financial Advisors held 2,983 shares of IBM worth $839K as of Q2 2026.
Brendel Financial Advisors sold 13,025 IBM shares in Q2 2026, an estimated $3.28M.
IBM made up 0.39% of Brendel Financial Advisors's portfolio in Q2 2026, its #52 holding.
Brendel Financial Advisors first reported a position in IBM in Q4 2018 and has held it in 25 quarters since.
Brendel Financial Advisors's IBM position peaked at $4.83M in Q4 2025.
3,625 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Brendel Financial Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.