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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
Q2 		$1.3M Buy
4,622
+145
+3% +$36.5K 0.51% 38
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 $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

Byrne Financial Freedom's IBM Position: Q2 2026 in Review

Byrne Financial Freedom increased its IBM (IBM) stake by 3.2% in Q2 2026, buying an estimated $36.5K and bringing the position to 4,622 shares worth $1.3M. The position accounts for 0.51% of the portfolio, ranked #38.

Byrne Financial Freedom first reported a position in IBM in Q4 2024 and has held it in 7 quarters since. The position peaked at $6.89M in Q4 2024. 3,632 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Byrne Financial Freedom held 4,622 shares of IBM worth $1.3M as of Q2 2026.
  • Byrne Financial Freedom bought 145 IBM shares in Q2 2026, an estimated $36.5K.
  • IBM made up 0.51% of Byrne Financial Freedom's portfolio in Q2 2026, its #38 holding.
  • Byrne Financial Freedom first reported a position in IBM in Q4 2024 and has held it in 7 quarters since.
  • Byrne Financial Freedom's IBM position peaked at $6.89M in Q4 2024.
  • 3,632 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Byrne Financial Freedom's 13F filing for Q2 2026, filed 30 Jul 2026.