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Byrne Financial Freedom’s IBM IBM Stock Holding History

Byrne Financial Freedom’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 		$1.09M Buy
4,477
+602
+16% +$163K 0.52% 38
2025
Q4 		$1.15M Buy
3,875
+4
+0.1% +$1.2K 0.53% 40
2025
Q3 		$1.09M Sell
3,871
-127
-3% -$33.2K 0.54% 39
2025
Q2 		$1.18M Sell
3,998
-458
-10% -$118K 0.59% 36
2025
Q1 		$1.11M Sell
4,456
-26,886
-86% -$6.58M 0.63% 35
2024
Q4 		$6.89M Buy
+31,342
New +$6.98M 3.07% 11

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

Byrne Financial Freedom's IBM Position: Q1 2026 in Review

Byrne Financial Freedom increased its IBM (IBM) stake by 16% in Q1 2026, buying an estimated $163K and bringing the position to 4,477 shares worth $1.09M. The position accounts for 0.52% of the portfolio, ranked #38.

Byrne Financial Freedom first reported a position in IBM in Q4 2024 and has held it in 6 quarters since. The position peaked at $6.89M in Q4 2024. 3,464 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • Byrne Financial Freedom held 4,477 shares of IBM worth $1.09M as of Q1 2026.
  • Byrne Financial Freedom bought 602 IBM shares in Q1 2026, an estimated $163K.
  • IBM made up 0.52% of Byrne Financial Freedom's portfolio in Q1 2026, its #38 holding.
  • Byrne Financial Freedom first reported a position in IBM in Q4 2024 and has held it in 6 quarters since.
  • Byrne Financial Freedom's IBM position peaked at $6.89M in Q4 2024.
  • 3,464 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Byrne Financial Freedom's 13F filing for Q1 2026, filed 27 Apr 2026.