FFO
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Fiduciary Family Office’s IBM IBM Stock Holding History

Fiduciary Family Office’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 		$359K Sell
1,277
-1,259
-50% -$317K 0.09% 139
2026
Q1 		$615K Sell
2,536
-417
-14% -$113K 0.18% 98
2025
Q4 		$875K Sell
2,953
-559
-16% -$167K 0.25% 74
2025
Q3 		$991K Buy
+3,512
New +$919K 0.28% 71

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

Fiduciary Family Office's IBM Position: Q2 2026 in Review

Fiduciary Family Office reduced its IBM (IBM) stake by 50% in Q2 2026, selling an estimated $317K and leaving 1,277 shares worth $359K. The position accounts for 0.09% of the portfolio, ranked #139.

Fiduciary Family Office first reported a position in IBM in Q3 2025 and has held it in 4 quarters since. The position peaked at $991K in Q3 2025. 3,633 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Fiduciary Family Office held 1,277 shares of IBM worth $359K as of Q2 2026.
  • Fiduciary Family Office sold 1,259 IBM shares in Q2 2026, an estimated $317K.
  • IBM made up 0.09% of Fiduciary Family Office's portfolio in Q2 2026, its #139 holding.
  • Fiduciary Family Office first reported a position in IBM in Q3 2025 and has held it in 4 quarters since.
  • Fiduciary Family Office's IBM position peaked at $991K in Q3 2025.
  • 3,633 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Fiduciary Family Office's 13F filing for Q2 2026, filed 5 Aug 2026.