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Carr Financial Group’s IBM IBM Stock Holding History

Carr Financial 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
Q1 		$603K Sell
2,488
-561
-18% -$152K 0.16% 90
2025
Q4 		$903K Buy
3,049
+61
+2% +$18.3K 0.24% 74
2025
Q3 		$843K Buy
2,988
+1,305
+78% +$342K 0.23% 75
2025
Q2 		$496K Buy
1,683
+13
+0.8% +$3.35K 0.15% 96
2025
Q1 		$415K Buy
1,670
+66
+4% +$16.1K 0.14% 105
2024
Q4 		$353K Sell
1,604
-47
-3% -$10.5K 0.11% 136
2024
Q3 		$365K Buy
1,651
+99
+6% +$19.4K 0.11% 134
2024
Q2 		$268K Buy
1,552
+108
+7% +$18.8K 0.09% 161
2024
Q1 		$276K Sell
1,444
-204
-12% -$37.2K 0.09% 157
2023
Q4 		$270K Sell
1,648
-130
-7% -$19.6K 0.1% 142
2023
Q3 		$263K Sell
1,778
-138
-7% -$19.6K 0.1% 139
2023
Q2 		$256K Buy
+1,916
New +$247K 0.1% 147

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

Carr Financial Group's IBM Position: Q1 2026 in Review

Carr Financial Group reduced its IBM (IBM) stake by 18% in Q1 2026, selling an estimated $152K and leaving 2,488 shares worth $603K. The position accounts for 0.16% of the portfolio, ranked #90.

Carr Financial Group first reported a position in IBM in Q2 2023 and has held it in 12 quarters since. The position peaked at $903K in Q4 2025. 3,467 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • Carr Financial Group held 2,488 shares of IBM worth $603K as of Q1 2026.
  • Carr Financial Group sold 561 IBM shares in Q1 2026, an estimated $152K.
  • IBM made up 0.16% of Carr Financial Group's portfolio in Q1 2026, its #90 holding.
  • Carr Financial Group first reported a position in IBM in Q2 2023 and has held it in 12 quarters since.
  • Carr Financial Group's IBM position peaked at $903K in Q4 2025.
  • 3,467 funds tracked by Wall St. Rank held IBM as of Q1 2026.

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