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CFO4Life Group’s IBM IBM Stock Holding History

CFO4Life 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 		$390K Sell
1,386
-12
-0.9% -$3.02K 0.05% 157
2026
Q1 		$339K Sell
1,398
-165
-11% -$44.6K 0.05% 153
2025
Q4 		$463K Buy
1,563
+181
+13% +$54.2K 0.07% 131
2025
Q3 		$390K Buy
1,382
+146
+12% +$38.2K 0.06% 146
2025
Q2 		$364K Buy
1,236
+425
+52% +$109K 0.06% 146
2025
Q1 		$202K Buy
+811
New +$198K 0.03% 206

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

CFO4Life Group's IBM Position: Q2 2026 in Review

CFO4Life Group reduced its IBM (IBM) stake by 0.86% in Q2 2026, selling an estimated $3.02K and leaving 1,386 shares worth $390K. The position accounts for 0.05% of the portfolio, ranked #157.

CFO4Life Group first reported a position in IBM in Q1 2025 and has held it in 6 quarters since. The position peaked at $463K in Q4 2025. 3,629 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • CFO4Life Group held 1,386 shares of IBM worth $390K as of Q2 2026.
  • CFO4Life Group sold 12 IBM shares in Q2 2026, an estimated $3.02K.
  • IBM made up 0.05% of CFO4Life Group's portfolio in Q2 2026, its #157 holding.
  • CFO4Life Group first reported a position in IBM in Q1 2025 and has held it in 6 quarters since.
  • CFO4Life Group's IBM position peaked at $463K in Q4 2025.
  • 3,629 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on CFO4Life Group's 13F filing for Q2 2026, filed 12 Aug 2026.