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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
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 $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

Cannon Financial Strategists's IBM Position: Q1 2026 in Review

Cannon Financial Strategists increased its IBM (IBM) stake by 0.49% in Q1 2026, buying an estimated $1.62K and bringing the position to 1,226 shares worth $297K. The position accounts for 0.04% of the portfolio, ranked #85.

Cannon Financial Strategists first reported a position in IBM in Q3 2024 and has held it in 7 quarters since. The position peaked at $361K in Q4 2025. 3,467 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • Cannon Financial Strategists held 1,226 shares of IBM worth $297K as of Q1 2026.
  • Cannon Financial Strategists bought 6 IBM shares in Q1 2026, an estimated $1.62K.
  • IBM made up 0.04% of Cannon Financial Strategists's portfolio in Q1 2026, its #85 holding.
  • Cannon Financial Strategists first reported a position in IBM in Q3 2024 and has held it in 7 quarters since.
  • Cannon Financial Strategists's IBM position peaked at $361K in Q4 2025.
  • 3,467 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Cannon Financial Strategists's 13F filing for Q1 2026, filed 12 May 2026.