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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Convergence Financial's IBM Position: Q1 2026 in Review

Convergence Financial reduced its IBM (IBM) stake by 70% in Q1 2026, selling an estimated $1.17M and leaving 1,874 shares worth $453K. The position accounts for 0.05% of the portfolio, ranked #152.

Convergence Financial first reported a position in IBM in Q2 2024 and has held it in 8 quarters since. The position peaked at $1.83M in Q4 2025. 3,462 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • Convergence Financial held 1,874 shares of IBM worth $453K as of Q1 2026.
  • Convergence Financial sold 4,306 IBM shares in Q1 2026, an estimated $1.17M.
  • IBM made up 0.05% of Convergence Financial's portfolio in Q1 2026, its #152 holding.
  • Convergence Financial first reported a position in IBM in Q2 2024 and has held it in 8 quarters since.
  • Convergence Financial's IBM position peaked at $1.83M in Q4 2025.
  • 3,462 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Convergence Financial's 13F filing for Q1 2026, filed 11 May 2026.