COMPASS FINANCIAL MANAGEMENT LLC’s IBM IBM Stock Holding History

COMPASS FINANCIAL MANAGEMENT LLC’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	$5.7M	Buy	+22,033	New	+$5.55M	0.69%	29

Other funds holding IBM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

COMPASS FINANCIAL MANAGEMENT LLC's IBM Position: Q2 2026 in Review

COMPASS FINANCIAL MANAGEMENT LLC opened a new position in IBM (IBM) in Q2 2026: 22,033 shares worth $5.7M. The stake represents 0.69% of the portfolio and ranks #29 among its holdings.

2,952 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

COMPASS FINANCIAL MANAGEMENT LLC held 22,033 shares of IBM worth $5.7M as of Q2 2026.
IBM was a new COMPASS FINANCIAL MANAGEMENT LLC position in Q2 2026.
IBM made up 0.69% of COMPASS FINANCIAL MANAGEMENT LLC's portfolio in Q2 2026, its #29 holding.
2,952 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on COMPASS FINANCIAL MANAGEMENT LLC's 13F filing for Q2 2026, filed 12 Aug 2026.