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Copley Financial Group’s IBM IBM Stock Holding History

Copley Financial Group’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 		$248K Sell
881
-435
-33% -$110K 0.15% 99
2026
Q1 		$319K Sell
1,316
-31
-2% -$8.39K 0.19% 92
2025
Q4 		$399K Sell
1,347
-31
-2% -$9.28K 0.25% 76
2025
Q3 		$389K Buy
+1,378
New +$361K 0.27% 74

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

Copley Financial Group's IBM Position: Q2 2026 in Review

Copley Financial Group reduced its IBM (IBM) stake by 33% in Q2 2026, selling an estimated $110K and leaving 881 shares worth $248K. The position accounts for 0.15% of the portfolio, ranked #99.

Copley Financial Group first reported a position in IBM in Q3 2025 and has held it in 4 quarters since. The position peaked at $399K in Q4 2025. 3,629 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Copley Financial Group held 881 shares of IBM worth $248K as of Q2 2026.
  • Copley Financial Group sold 435 IBM shares in Q2 2026, an estimated $110K.
  • IBM made up 0.15% of Copley Financial Group's portfolio in Q2 2026, its #99 holding.
  • Copley Financial Group first reported a position in IBM in Q3 2025 and has held it in 4 quarters since.
  • Copley Financial Group's IBM position peaked at $399K in Q4 2025.
  • 3,629 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Copley Financial Group's 13F filing for Q2 2026, filed 11 Aug 2026.