EFG
IBM icon

Ethos Financial Group’s IBM IBM Stock Holding History

Ethos 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
Q1 		$665K Sell
2,745
-1,129
-29% -$305K 0.05% 266
2025
Q4 		$1.15M Sell
3,874
-297
-7% -$88.9K 0.08% 185
2025
Q3 		$1.18M Sell
4,171
-61
-1% -$16K 0.09% 166
2025
Q2 		$1.25M Buy
4,232
+1,747
+70% +$450K 0.11% 152
2025
Q1 		$555K Buy
2,485
+74
+3% +$18.1K 0.05% 215
2024
Q4 		$537K Sell
2,411
-94
-4% -$20.9K 0.07% 152
2024
Q3 		$554K Buy
2,505
+23
+0.9% +$4.51K 0.09% 123
2024
Q2 		$429K Buy
2,482
+211
+9% +$36.7K 0.08% 152
2024
Q1 		$434K Buy
2,271
+52
+2% +$9.49K 0.08% 160
2023
Q4 		$363K Sell
2,219
-9
-0.4% -$1.36K 0.08% 168
2023
Q3 		$313K Buy
2,228
+325
+17% +$46.2K 0.08% 131
2023
Q2 		$250K Hold
1,903
– – 0.08% 112
2023
Q1 		$250K Buy
1,903
+1
+0.1% +$134 0.08% 133
2022
Q4 		$268K Buy
+1,902
New +$262K 0.09% 113

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

Ethos Financial Group's IBM Position: Q1 2026 in Review

Ethos Financial Group reduced its IBM (IBM) stake by 29% in Q1 2026, selling an estimated $305K and leaving 2,745 shares worth $665K. The position accounts for 0.05% of the portfolio, ranked #266.

Ethos Financial Group first reported a position in IBM in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.25M in Q2 2025. 3,466 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • Ethos Financial Group held 2,745 shares of IBM worth $665K as of Q1 2026.
  • Ethos Financial Group sold 1,129 IBM shares in Q1 2026, an estimated $305K.
  • IBM made up 0.05% of Ethos Financial Group's portfolio in Q1 2026, its #266 holding.
  • Ethos Financial Group first reported a position in IBM in Q4 2022 and has held it in 14 quarters since.
  • Ethos Financial Group's IBM position peaked at $1.25M in Q2 2025.
  • 3,466 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Ethos Financial Group's 13F filing for Q1 2026, filed 5 May 2026.