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Financial Avengers’s IBM IBM Stock Holding History

Financial Avengers’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 		$158K Buy
563
+4
+0.7% +$1.01K 0.07% 43
2026
Q1 		$136K Buy
559
+4
+0.7% +$1.08K 0.06% 40
2025
Q4 		$165K Buy
555
+3
+0.5% +$898 0.07% 36
2025
Q3 		$156K Buy
552
+3
+0.5% +$785 0.07% 35
2025
Q2 		$162K Buy
549
+3
+0.5% +$773 0.08% 35
2025
Q1 		$136K Buy
546
+4
+0.7% +$978 0.07% 42
2024
Q4 		$119K Buy
542
+4
+0.7% +$891 0.06% 44
2024
Q3 		$119K Buy
538
+4
+0.7% +$784 0.06% 42
2024
Q2 		$92.3K Buy
534
+5
+0.9% +$869 0.05% 41
2024
Q1 		$100K Buy
529
+25
+5% +$4.56K 0.05% 42
2023
Q4 		$82.5K Buy
504
+5
+1% +$756 0.05% 47
2023
Q3 		$70.1K Buy
499
+50
+11% +$7.11K 0.05% 50
2023
Q2 		$60K Buy
449
+30
+7% +$3.87K 0.04% 50
2023
Q1 		$54.9K Buy
419
+6
+1% +$803 0.04% 51
2022
Q4 		$58.2K Buy
413
+4
+1% +$552 0.05% 47
2022
Q3 		$49K Buy
409
+5
+1% +$656 0.04% 50
2022
Q2 		$57K Buy
404
+5
+1% +$675 0.05% 49
2022
Q1 		$52K Buy
399
+5
+1% +$652 0.03% 60
2021
Q4 		$53K Buy
394
+129
+49% +$16.2K 0.03% 60
2021
Q3 		$35K Buy
265
+51
+24% +$6.82K 0.02% 74
2021
Q2 		$30K Buy
214
+32
+18% +$4.38K 0.02% 81
2021
Q1 		$23K Buy
182
+128
+237% +$15.3K 0.02% 90
2020
Q4 		$7K Buy
+54
New +$6.24K 0.01% 131

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

Financial Avengers's IBM Position: Q2 2026 in Review

Financial Avengers increased its IBM (IBM) stake by 0.72% in Q2 2026, buying an estimated $1.01K and bringing the position to 563 shares worth $158K. The position accounts for 0.07% of the portfolio, ranked #43.

Financial Avengers first reported a position in IBM in Q4 2020 and has held it in 23 quarters since. The position peaked at $165K in Q4 2025. 3,637 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Financial Avengers held 563 shares of IBM worth $158K as of Q2 2026.
  • Financial Avengers bought 4 IBM shares in Q2 2026, an estimated $1.01K.
  • IBM made up 0.07% of Financial Avengers's portfolio in Q2 2026, its #43 holding.
  • Financial Avengers first reported a position in IBM in Q4 2020 and has held it in 23 quarters since.
  • Financial Avengers's IBM position peaked at $165K in Q4 2025.
  • 3,637 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Financial Avengers's 13F filing for Q2 2026, filed 19 Aug 2026.