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Bright Financial Advisors’s IBM IBM Stock Holding History

Bright 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 		$503K Buy
1,787
+240
+16% +$60.5K 0.21% 42
2026
Q1 		$375K Hold
1,547
– – 0.17% 46
2025
Q4 		$458K Sell
1,547
-47
-3% -$14.1K 0.22% 41
2025
Q3 		$450K Hold
1,594
– – 0.22% 39
2025
Q2 		$470K Hold
1,594
– – 0.26% 35
2025
Q1 		$396K Hold
1,594
– – 0.24% 36
2024
Q4 		$350K Sell
1,594
-120
-7% -$26.7K 0.22% 41
2024
Q3 		$379K Buy
1,714
+167
+11% +$32.7K 0.24% 34
2024
Q2 		$268K Hold
1,547
– – 0.19% 40
2024
Q1 		$256K Buy
+1,547
New +$282K 0.19% 39

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

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

Bright Financial Advisors increased its IBM (IBM) stake by 16% in Q2 2026, buying an estimated $60.5K and bringing the position to 1,787 shares worth $503K. The position accounts for 0.21% of the portfolio, ranked #42.

Bright Financial Advisors first reported a position in IBM in Q1 2024 and has held it in 10 quarters since. 3,637 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Bright Financial Advisors held 1,787 shares of IBM worth $503K as of Q2 2026.
  • Bright Financial Advisors bought 240 IBM shares in Q2 2026, an estimated $60.5K.
  • IBM made up 0.21% of Bright Financial Advisors's portfolio in Q2 2026, its #42 holding.
  • Bright Financial Advisors first reported a position in IBM in Q1 2024 and has held it in 10 quarters since.
  • 3,637 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Bright Financial Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.