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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
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 $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

Fi3 Financial Advisors's IBM Position: Q1 2026 in Review

Fi3 Financial Advisors increased its IBM (IBM) stake by 80% in Q1 2026, buying an estimated $205K and bringing the position to 1,703 shares worth $413K. The position accounts for 0.12% of the portfolio, ranked #93.

Fi3 Financial Advisors first reported a position in IBM in Q1 2025 and has held it in 4 quarters since. 3,466 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • Fi3 Financial Advisors held 1,703 shares of IBM worth $413K as of Q1 2026.
  • Fi3 Financial Advisors bought 756 IBM shares in Q1 2026, an estimated $205K.
  • IBM made up 0.12% of Fi3 Financial Advisors's portfolio in Q1 2026, its #93 holding.
  • Fi3 Financial Advisors first reported a position in IBM in Q1 2025 and has held it in 4 quarters since.
  • 3,466 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Fi3 Financial Advisors's 13F filing for Q1 2026, filed 7 May 2026.