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Brian Low Financial Group’s IBM IBM Stock Holding History

Brian Low 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
Q1 		$2.37M Buy
9,760
+773
+9% +$209K 1.61% 10
2025
Q4 		$2.66M Buy
8,987
+1,087
+14% +$326K 1.89% 10
2025
Q3 		$2.23M Buy
7,900
+3,030
+62% +$793K 1.73% 12
2025
Q2 		$1.44M Buy
+4,870
New +$1.25M 1.34% 17

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

Brian Low Financial Group's IBM Position: Q1 2026 in Review

Brian Low Financial Group increased its IBM (IBM) stake by 8.6% in Q1 2026, buying an estimated $209K and bringing the position to 9,760 shares worth $2.37M. The position accounts for 1.61% of the portfolio, ranked #10.

Brian Low Financial Group first reported a position in IBM in Q2 2025 and has held it in 4 quarters since. The position peaked at $2.66M in Q4 2025. 3,463 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • Brian Low Financial Group held 9,760 shares of IBM worth $2.37M as of Q1 2026.
  • Brian Low Financial Group bought 773 IBM shares in Q1 2026, an estimated $209K.
  • IBM made up 1.61% of Brian Low Financial Group's portfolio in Q1 2026, its #10 holding.
  • Brian Low Financial Group first reported a position in IBM in Q2 2025 and has held it in 4 quarters since.
  • Brian Low Financial Group's IBM position peaked at $2.66M in Q4 2025.
  • 3,463 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Brian Low Financial Group's 13F filing for Q1 2026, filed 20 Apr 2026.