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Compass Financial Management’s IBM IBM Stock Holding History

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

Compass Financial Management's IBM Position: Q2 2026 in Review

Compass Financial Management 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.

3,487 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Compass Financial Management held 22,033 shares of IBM worth $5.7M as of Q2 2026.
  • IBM was a new Compass Financial Management position in Q2 2026.
  • IBM made up 0.69% of Compass Financial Management's portfolio in Q2 2026, its #29 holding.
  • 3,487 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Compass Financial Management's 13F filing for Q2 2026, filed 12 Aug 2026.