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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Financial Avengers's IBM Position: Q1 2026 in Review

Financial Avengers increased its IBM (IBM) stake by 0.72% in Q1 2026, buying an estimated $1.08K and bringing the position to 559 shares worth $136K. The position accounts for 0.06% of the portfolio, ranked #40.

Financial Avengers first reported a position in IBM in Q4 2020 and has held it in 22 quarters since. The position peaked at $165K in Q4 2025. 3,466 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

Financial Avengers held 559 shares of IBM worth $136K as of Q1 2026.
Financial Avengers bought 4 IBM shares in Q1 2026, an estimated $1.08K.
IBM made up 0.06% of Financial Avengers's portfolio in Q1 2026, its #40 holding.
Financial Avengers first reported a position in IBM in Q4 2020 and has held it in 22 quarters since.
Financial Avengers's IBM position peaked at $165K in Q4 2025.
3,466 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Financial Avengers's 13F filing for Q1 2026, filed 19 May 2026.