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Fi3 Financial Advisors’s IBM IBM Stock Holding History

Fi3 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 		$624K Buy
2,156
+453
+27% +$114K 0.15% 83
2026
Q1 		$413K Buy
1,703
+756
+80% +$205K 0.12% 93
2025
Q4 		$281K Buy
+947
New +$284K 0.09% 133
2025
Q3 		– Sell
-807
Closed -$238K – 172
2025
Q2 		$238K Sell
807
-38
-4% -$9.79K 0.09% 133
2025
Q1 		$210K Buy
+845
New +$207K 0.09% 124

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

Fi3 Financial Advisors's IBM Position: Q2 2026 in Review

Fi3 Financial Advisors increased its IBM (IBM) stake by 27% in Q2 2026, buying an estimated $114K and bringing the position to 2,156 shares worth $624K. The position accounts for 0.15% of the portfolio, ranked #83.

Fi3 Financial Advisors first reported a position in IBM in Q1 2025 and has held it in 5 quarters since. 3,637 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Fi3 Financial Advisors held 2,156 shares of IBM worth $624K as of Q2 2026.
  • Fi3 Financial Advisors bought 453 IBM shares in Q2 2026, an estimated $114K.
  • IBM made up 0.15% of Fi3 Financial Advisors's portfolio in Q2 2026, its #83 holding.
  • Fi3 Financial Advisors first reported a position in IBM in Q1 2025 and has held it in 5 quarters since.
  • 3,637 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Fi3 Financial Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.