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Cannon Financial Strategists’s IBM IBM Stock Holding History

Cannon Financial Strategists’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 		$484K Buy
1,721
+495
+40% +$125K 0.06% 78
2026
Q1 		$297K Buy
1,226
+6
+0.5% +$1.62K 0.04% 85
2025
Q4 		$361K Buy
1,220
+220
+22% +$65.9K 0.05% 74
2025
Q3 		$282K Hold
1,000
– – 0.04% 79
2025
Q2 		$295K Hold
1,000
– – 0.05% 74
2025
Q1 		$249K Hold
1,000
– – 0.04% 78
2024
Q4 		$220K Hold
1,000
– – 0.04% 93
2024
Q3 		$221K Buy
+1,000
New +$196K 0.04% 91

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 $3.38T AUM 44.17% 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

Cannon Financial Strategists's IBM Position: Q2 2026 in Review

Cannon Financial Strategists increased its IBM (IBM) stake by 40% in Q2 2026, buying an estimated $125K and bringing the position to 1,721 shares worth $484K. The position accounts for 0.06% of the portfolio, ranked #78.

Cannon Financial Strategists first reported a position in IBM in Q3 2024 and has held it in 8 quarters since. 3,642 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Cannon Financial Strategists held 1,721 shares of IBM worth $484K as of Q2 2026.
  • Cannon Financial Strategists bought 495 IBM shares in Q2 2026, an estimated $125K.
  • IBM made up 0.06% of Cannon Financial Strategists's portfolio in Q2 2026, its #78 holding.
  • Cannon Financial Strategists first reported a position in IBM in Q3 2024 and has held it in 8 quarters since.
  • 3,642 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Cannon Financial Strategists's 13F filing for Q2 2026, filed 7 Aug 2026.