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Convergence Financial’s IBM IBM Stock Holding History

Convergence Financial’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 		$1.03M Buy
3,662
+1,788
+95% +$450K 0.08% 123
2026
Q1 		$453K Sell
1,874
-4,306
-70% -$1.17M 0.05% 152
2025
Q4 		$1.83M Sell
6,180
-193
-3% -$57.8K 0.27% 60
2025
Q3 		$1.8M Buy
6,373
+4,681
+277% +$1.23M 0.27% 57
2025
Q2 		$499K Sell
1,692
-1,858
-52% -$479K 0.09% 114
2025
Q1 		$883K Buy
3,550
+977
+38% +$239K 0.17% 73
2024
Q4 		$566K Buy
2,573
+1,128
+78% +$251K 0.11% 83
2024
Q3 		$319K Sell
1,445
-825
-36% -$162K 0.07% 117
2024
Q2 		$393K Buy
+2,270
New +$394K 0.1% 103

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

Convergence Financial's IBM Position: Q2 2026 in Review

Convergence Financial increased its IBM (IBM) stake by 95% in Q2 2026, buying an estimated $450K and bringing the position to 3,662 shares worth $1.03M. The position accounts for 0.08% of the portfolio, ranked #123.

Convergence Financial first reported a position in IBM in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.83M in Q4 2025. 3,629 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Convergence Financial held 3,662 shares of IBM worth $1.03M as of Q2 2026.
  • Convergence Financial bought 1,788 IBM shares in Q2 2026, an estimated $450K.
  • IBM made up 0.08% of Convergence Financial's portfolio in Q2 2026, its #123 holding.
  • Convergence Financial first reported a position in IBM in Q2 2024 and has held it in 9 quarters since.
  • Convergence Financial's IBM position peaked at $1.83M in Q4 2025.
  • 3,629 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Convergence Financial's 13F filing for Q2 2026, filed 5 Aug 2026.