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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
Q2 		$242K Hold
861
– – 0.08% 96
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 $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 Council's IBM Position: Q2 2026 in Review

Financial Council held its IBM (IBM) position steady in Q2 2026 at 861 shares worth $242K. The position accounts for 0.08% of the portfolio, ranked #96.

Financial Council first reported a position in IBM in Q1 2025 and has held it in 6 quarters since. The position peaked at $255K in Q4 2025. 3,637 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Financial Council held 861 shares of IBM worth $242K as of Q2 2026.
  • Financial Council left its IBM share count unchanged in Q2 2026.
  • IBM made up 0.08% of Financial Council's portfolio in Q2 2026, its #96 holding.
  • Financial Council first reported a position in IBM in Q1 2025 and has held it in 6 quarters since.
  • Financial Council's IBM position peaked at $255K in Q4 2025.
  • 3,637 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Financial Council's 13F filing for Q2 2026, filed 4 Aug 2026.