COFG Advisors’s IBM IBM Stock Holding History

COFG Advisors’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	$438K	Buy	1,556 +179	+13%	+$45.1K	0.08%	182
2026 Q1	$334K	Sell	1,377 -76	-5%	-$20.6K	0.08%	152
2025 Q4	$431K	Buy	+1,453	New	+$435K	0.11%	131

Other funds holding IBM

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

COFG Advisors's IBM Position: Q2 2026 in Review

COFG Advisors increased its IBM (IBM) stake by 13% in Q2 2026, buying an estimated $45.1K and bringing the position to 1,556 shares worth $438K. The position accounts for 0.08% of the portfolio, ranked #182.

COFG Advisors first reported a position in IBM in Q4 2025 and has held it in 3 quarters since. 3,643 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

COFG Advisors held 1,556 shares of IBM worth $438K as of Q2 2026.
COFG Advisors bought 179 IBM shares in Q2 2026, an estimated $45.1K.
IBM made up 0.08% of COFG Advisors's portfolio in Q2 2026, its #182 holding.
COFG Advisors first reported a position in IBM in Q4 2025 and has held it in 3 quarters since.
3,643 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on COFG Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.