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Dunhill Financial’s IBM IBM Stock Holding History

Dunhill 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 		$290K Buy
1,032
+31
+3% +$7.81K 0.06% 120
2026
Q1 		$243K Sell
1,001
-15
-1% -$4.06K 0.06% 134
2025
Q4 		$301K Buy
1,016
+9
+0.9% +$2.69K 0.07% 96
2025
Q3 		$284K Buy
1,007
+114
+13% +$29.8K 0.07% 99
2025
Q2 		$263K Buy
893
+627
+236% +$162K 0.08% 89
2025
Q1 		$66.2K Sell
266
-35
-12% -$8.56K 0.03% 164
2024
Q4 		$66.1K Buy
301
+63
+26% +$14K 0.03% 159
2024
Q3 		$52.7K Buy
238
+97
+69% +$19K 0.03% 168
2024
Q2 		$24.4K Buy
141
+18
+15% +$3.13K 0.02% 194
2024
Q1 		$23.5K Sell
123
-88
-42% -$16.1K 0.02% 161
2023
Q4 		$34.5K Buy
+211
New +$31.9K 0.03% 121

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

Dunhill Financial's IBM Position: Q2 2026 in Review

Dunhill Financial increased its IBM (IBM) stake by 3.1% in Q2 2026, buying an estimated $7.81K and bringing the position to 1,032 shares worth $290K. The position accounts for 0.06% of the portfolio, ranked #120.

Dunhill Financial first reported a position in IBM in Q4 2023 and has held it in 11 quarters since. The position peaked at $301K in Q4 2025. 3,637 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Dunhill Financial held 1,032 shares of IBM worth $290K as of Q2 2026.
  • Dunhill Financial bought 31 IBM shares in Q2 2026, an estimated $7.81K.
  • IBM made up 0.06% of Dunhill Financial's portfolio in Q2 2026, its #120 holding.
  • Dunhill Financial first reported a position in IBM in Q4 2023 and has held it in 11 quarters since.
  • Dunhill Financial's IBM position peaked at $301K in Q4 2025.
  • 3,637 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Dunhill Financial's 13F filing for Q2 2026, filed 7 Aug 2026.