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BridgePort Financial Solutions’s IBM IBM Stock Holding History

BridgePort Financial Solutions’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 		$1.42M Buy
5,064
+58
+1% +$14.6K 0.36% 62
2026
Q1 		$1.21M Buy
5,006
+8
+0.2% +$2.17K 0.34% 59
2025
Q4 		$1.48M Buy
4,998
+13
+0.3% +$3.89K 0.4% 52
2025
Q3 		$1.41M Buy
4,985
+1,150
+30% +$301K 0.38% 54
2025
Q2 		$1.13M Buy
3,835
+2,110
+122% +$544K 0.38% 55
2025
Q1 		$429K Buy
1,725
+25
+1% +$6.12K 0.19% 103
2024
Q4 		$431K Buy
+1,700
New +$379K 0.19% 101

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

BridgePort Financial Solutions's IBM Position: Q2 2026 in Review

BridgePort Financial Solutions increased its IBM (IBM) stake by 1.2% in Q2 2026, buying an estimated $14.6K and bringing the position to 5,064 shares worth $1.42M. The position accounts for 0.36% of the portfolio, ranked #62.

BridgePort Financial Solutions first reported a position in IBM in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.48M in Q4 2025. 3,629 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • BridgePort Financial Solutions held 5,064 shares of IBM worth $1.42M as of Q2 2026.
  • BridgePort Financial Solutions bought 58 IBM shares in Q2 2026, an estimated $14.6K.
  • IBM made up 0.36% of BridgePort Financial Solutions's portfolio in Q2 2026, its #62 holding.
  • BridgePort Financial Solutions first reported a position in IBM in Q4 2024 and has held it in 7 quarters since.
  • BridgePort Financial Solutions's IBM position peaked at $1.48M in Q4 2025.
  • 3,629 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on BridgePort Financial Solutions's 13F filing for Q2 2026, filed 24 Jul 2026.