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Fairfield Financial Advisors’s IBM IBM Stock Holding History

Fairfield Financial Advisors’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 		$1.9M Sell
6,740
-453
-6% -$114K 0.75% 29
2026
Q1 		$1.74M Buy
7,193
+782
+12% +$212K 0.6% 35
2025
Q4 		$1.9M Buy
6,411
+521
+9% +$156K 0.62% 34
2025
Q3 		$1.66M Buy
5,890
+2,637
+81% +$690K 0.56% 36
2025
Q2 		$959K Buy
3,253
+1,584
+95% +$408K 0.34% 43
2025
Q1 		$415K Buy
1,669
+922
+123% +$226K 0.16% 52
2024
Q4 		$164K Sell
747
-6
-0.8% -$1.34K 0.06% 71
2024
Q3 		$166K Sell
753
-3
-0.4% -$588 0.06% 81
2024
Q2 		$131K Buy
+756
New +$131K 0.04% 84
2023
Q4 		$111K Buy
680
+4
+0.6% +$604 0.04% 96
2023
Q3 		$94.9K Sell
676
-36
-5% -$5.12K 0.04% 98
2023
Q2 		$95.3K Buy
712
+4
+0.6% +$516 0.04% 98
2023
Q1 		$91.5K Buy
708
+76
+12% +$10.2K 0.04% 104
2022
Q4 		$89.1K Buy
632
+108
+21% +$14.9K 0.04% 97
2022
Q3 		$62.3K Sell
524
-31
-6% -$4.07K 0.03% 105
2022
Q2 		$78.4K Buy
555
+2
+0.4% +$270 0.04% 92
2022
Q1 		$71.9K Buy
+553
New +$72.1K 0.03% 105

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

Fairfield Financial Advisors's IBM Position: Q2 2026 in Review

Fairfield Financial Advisors reduced its IBM (IBM) stake by 6.3% in Q2 2026, selling an estimated $114K and leaving 6,740 shares worth $1.9M. The position accounts for 0.75% of the portfolio, ranked #29.

Fairfield Financial Advisors first reported a position in IBM in Q1 2022 and has held it in 17 quarters since. The position peaked at $1.9M in Q4 2025. 3,629 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Fairfield Financial Advisors held 6,740 shares of IBM worth $1.9M as of Q2 2026.
  • Fairfield Financial Advisors sold 453 IBM shares in Q2 2026, an estimated $114K.
  • IBM made up 0.75% of Fairfield Financial Advisors's portfolio in Q2 2026, its #29 holding.
  • Fairfield Financial Advisors first reported a position in IBM in Q1 2022 and has held it in 17 quarters since.
  • Fairfield Financial Advisors's IBM position peaked at $1.9M in Q4 2025.
  • 3,629 funds tracked by Wall St. Rank held IBM as of Q2 2026.

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