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Carbahal Olsen Financial Services Group’s IBM IBM Stock Holding History

Carbahal Olsen Financial Services Group’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 		$201K Buy
+713
New +$180K 0.14% 40
2026
Q1 		– Sell
-713
Closed -$211K – 41
2025
Q4 		$211K Hold
713
– – 0.16% 40
2025
Q3 		$201K Hold
713
– – 0.16% 37
2025
Q2 		$210K Buy
+713
New +$184K 0.18% 36

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

Carbahal Olsen Financial Services Group's IBM Position: Q2 2026 in Review

Carbahal Olsen Financial Services Group opened a new position in IBM (IBM) in Q2 2026: 713 shares worth $201K. The stake represents 0.14% of the portfolio and ranks #40 among its holdings. This is a return to the name: Carbahal Olsen Financial Services Group previously reported a position in IBM as recently as Q4 2025.

Carbahal Olsen Financial Services Group first reported a position in IBM in Q2 2025 and has held it in 4 quarters since. The position peaked at $211K in Q4 2025. 3,610 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Carbahal Olsen Financial Services Group held 713 shares of IBM worth $201K as of Q2 2026.
  • IBM was a new Carbahal Olsen Financial Services Group position in Q2 2026.
  • IBM made up 0.14% of Carbahal Olsen Financial Services Group's portfolio in Q2 2026, its #40 holding.
  • Carbahal Olsen Financial Services Group first reported a position in IBM in Q2 2025 and has held it in 4 quarters since.
  • Carbahal Olsen Financial Services Group's IBM position peaked at $211K in Q4 2025.
  • 3,610 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Carbahal Olsen Financial Services Group's 13F filing for Q2 2026, filed 14 Aug 2026.