Financial Freedom LLC’s IBM IBM Stock Holding History

Financial Freedom LLC’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	$214K	Hold	881	–	–	0.11%	102
2025 Q4	$261K	Sell	881 -95	-10%	-$28.5K	0.13%	90
2025 Q3	$275K	Buy	976 +1	+0.1%	+$262	0.14%	86
2025 Q2	$288K	Buy	975 +5	+0.5%	+$1.29K	0.16%	86
2025 Q1	$241K	Buy	970 +6	+0.6%	+$1.47K	0.14%	90
2024 Q4	$212K	Buy	964 +6	+0.6%	+$1.34K	0.11%	97
2024 Q3	$212K	Buy	958 +7	+0.7%	+$1.37K	0.11%	98
2024 Q2	$164K	Buy	951 +8	+0.8%	+$1.39K	0.09%	108
2024 Q1	$180K	Buy	943 +8	+0.9%	+$1.46K	0.11%	105
2023 Q4	$153K	Sell	935 -129	-12%	-$19.5K	0.1%	106
2023 Q3	$149K	Buy	1,064 +5	+0.5%	+$711	0.11%	106
2023 Q2	$142K	Buy	1,059 +10	+1%	+$1.29K	0.1%	106
2023 Q1	$137K	Buy	1,049 +11	+1%	+$1.47K	0.1%	101
2022 Q4	$146K	Buy	+1,038	New	+$143K	0.1%	96

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 Freedom LLC's IBM Position: Q1 2026 in Review

Financial Freedom LLC held its IBM (IBM) position steady in Q1 2026 at 881 shares worth $214K. The position accounts for 0.11% of the portfolio, ranked #102.

Financial Freedom LLC first reported a position in IBM in Q4 2022 and has held it in 14 quarters since. The position peaked at $288K in Q2 2025. 3,464 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

Financial Freedom LLC held 881 shares of IBM worth $214K as of Q1 2026.
Financial Freedom LLC left its IBM share count unchanged in Q1 2026.
IBM made up 0.11% of Financial Freedom LLC's portfolio in Q1 2026, its #102 holding.
Financial Freedom LLC first reported a position in IBM in Q4 2022 and has held it in 14 quarters since.
Financial Freedom LLC's IBM position peaked at $288K in Q2 2025.
3,464 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Financial Freedom LLC's 13F filing for Q1 2026, filed 30 Apr 2026.