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Downshift Financial’s IBM IBM Stock Holding History

Downshift 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 		$222K Buy
+791
New +$199K 0.1% 74
2026
Q1 		– Sell
-884
Closed -$256K – 81
2025
Q4 		$256K Buy
+884
New +$265K 0.16% 62

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

Downshift Financial's IBM Position: Q2 2026 in Review

Downshift Financial opened a new position in IBM (IBM) in Q2 2026: 791 shares worth $222K. The stake represents 0.1% of the portfolio and ranks #74 among its holdings. This is a return to the name: Downshift Financial previously reported a position in IBM as recently as Q4 2025.

Downshift Financial first reported a position in IBM in Q4 2025 and has held it in 2 quarters since. The position peaked at $256K in Q4 2025. 3,611 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Downshift Financial held 791 shares of IBM worth $222K as of Q2 2026.
  • IBM was a new Downshift Financial position in Q2 2026.
  • IBM made up 0.1% of Downshift Financial's portfolio in Q2 2026, its #74 holding.
  • Downshift Financial first reported a position in IBM in Q4 2025 and has held it in 2 quarters since.
  • Downshift Financial's IBM position peaked at $256K in Q4 2025.
  • 3,611 funds tracked by Wall St. Rank held IBM as of Q2 2026.

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