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Financial Council’s IBM IBM Stock Holding History

Financial Council’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 		$209K Hold
861
– – 0.08% 99
2025
Q4 		$255K Hold
861
– – 0.1% 77
2025
Q3 		$243K Hold
861
– – 0.11% 81
2025
Q2 		$254K Hold
861
– – 0.12% 73
2025
Q1 		$214K Buy
+861
New +$211K 0.12% 81

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

Financial Council's IBM Position: Q1 2026 in Review

Financial Council held its IBM (IBM) position steady in Q1 2026 at 861 shares worth $209K. The position accounts for 0.08% of the portfolio, ranked #99.

Financial Council first reported a position in IBM in Q1 2025 and has held it in 5 quarters since. The position peaked at $255K in Q4 2025. 3,466 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • Financial Council held 861 shares of IBM worth $209K as of Q1 2026.
  • Financial Council left its IBM share count unchanged in Q1 2026.
  • IBM made up 0.08% of Financial Council's portfolio in Q1 2026, its #99 holding.
  • Financial Council first reported a position in IBM in Q1 2025 and has held it in 5 quarters since.
  • Financial Council's IBM position peaked at $255K in Q4 2025.
  • 3,466 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Financial Council's 13F filing for Q1 2026, filed 21 Apr 2026.