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Elite Financial’s IBM IBM Stock Holding History

Elite 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 		$378K Sell
1,346
-133
-9% -$33.5K 0.15% 43
2026
Q1 		$358K Buy
1,479
+1
+0.1% +$271 0.16% 43
2025
Q4 		$437K Sell
1,478
-96
-6% -$28.8K 0.2% 38
2025
Q3 		$486K Sell
1,574
-1,003
-39% -$263K 0.22% 37
2025
Q2 		$649K Buy
2,577
+6
+0.2% +$1.55K 0.32% 33
2025
Q1 		$639K Sell
2,571
-493
-16% -$121K 0.34% 30
2024
Q4 		$673K Buy
+3,064
New +$682K 0.36% 29

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

Elite Financial's IBM Position: Q2 2026 in Review

Elite Financial reduced its IBM (IBM) stake by 9% in Q2 2026, selling an estimated $33.5K and leaving 1,346 shares worth $378K. The position accounts for 0.15% of the portfolio, ranked #43.

Elite Financial first reported a position in IBM in Q4 2024 and has held it in 7 quarters since. The position peaked at $673K in Q4 2024. 3,629 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Elite Financial held 1,346 shares of IBM worth $378K as of Q2 2026.
  • Elite Financial sold 133 IBM shares in Q2 2026, an estimated $33.5K.
  • IBM made up 0.15% of Elite Financial's portfolio in Q2 2026, its #43 holding.
  • Elite Financial first reported a position in IBM in Q4 2024 and has held it in 7 quarters since.
  • Elite Financial's IBM position peaked at $673K in Q4 2024.
  • 3,629 funds tracked by Wall St. Rank held IBM as of Q2 2026.

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