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Financial Consulate’s IBM IBM Stock Holding History

Financial Consulate’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 		$603K Buy
2,146
+15
+0.7% +$3.78K 0.07% 79
2026
Q1 		$516K Buy
2,131
+35
+2% +$9.47K 0.06% 79
2025
Q4 		$621K Buy
2,096
+142
+7% +$42.5K 0.08% 72
2025
Q3 		$551K Buy
+1,954
New +$511K 0.08% 86
2023
Q1 		– Sell
-1,703
Closed -$240K – 130
2022
Q4 		$240K Buy
1,703
+1
+0.1% +$138 0.08% 122
2022
Q3 		$202K Buy
1,702
+1
+0.1% +$131 0.09% 114
2022
Q2 		$240K Buy
1,701
+1
+0.1% +$135 0.11% 110
2022
Q1 		$221K Buy
1,700
+24
+1% +$3.13K 0.08% 122
2021
Q4 		$224K Sell
1,676
-72
-4% -$9.03K 0.08% 125
2021
Q3 		$232K Sell
1,748
-25
-1% -$3.34K 0.08% 117
2021
Q2 		$248K Buy
1,773
+75
+4% +$10.3K 0.09% 109
2021
Q1 		$216K Buy
+1,698
New +$203K 0.09% 111
2018
Q3 		– Sell
-1,510
Closed -$202K – 118
2018
Q2 		$202K Buy
1,510
+78
+5% +$10.9K 0.1% 114
2018
Q1 		$210K Buy
+1,432
New +$217K 0.11% 101

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 Consulate's IBM Position: Q2 2026 in Review

Financial Consulate increased its IBM (IBM) stake by 0.7% in Q2 2026, buying an estimated $3.78K and bringing the position to 2,146 shares worth $603K. The position accounts for 0.07% of the portfolio, ranked #79.

Financial Consulate first reported a position in IBM in Q1 2018 and has held it in 14 quarters since. The position peaked at $621K in Q4 2025. 3,629 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Financial Consulate held 2,146 shares of IBM worth $603K as of Q2 2026.
  • Financial Consulate bought 15 IBM shares in Q2 2026, an estimated $3.78K.
  • IBM made up 0.07% of Financial Consulate's portfolio in Q2 2026, its #79 holding.
  • Financial Consulate first reported a position in IBM in Q1 2018 and has held it in 14 quarters since.
  • Financial Consulate's IBM position peaked at $621K in Q4 2025.
  • 3,629 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Financial Consulate's 13F filing for Q2 2026, filed 23 Jul 2026.