Financial Freedom LLC
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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
Q3 		$194K Hold
881
– – 0.09% 104
2026
Q2 		$248K Hold
881
– – 0.11% 101
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
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Financial Freedom LLC's IBM Position: Q3 2026 in Review

Financial Freedom LLC held its IBM (IBM) position steady in Q3 2026 at 881 shares worth $194K. The position accounts for 0.09% of the portfolio, ranked #104.

Financial Freedom LLC first reported a position in IBM in Q4 2022 and has held it in 16 quarters since. The position peaked at $288K in Q2 2025. 3,037 funds tracked by Wall St. Rank hold IBM as of Q3 2026.

  • Financial Freedom LLC held 881 shares of IBM worth $194K as of Q3 2026.
  • Financial Freedom LLC left its IBM share count unchanged in Q3 2026.
  • IBM made up 0.09% of Financial Freedom LLC's portfolio in Q3 2026, its #104 holding.
  • Financial Freedom LLC first reported a position in IBM in Q4 2022 and has held it in 16 quarters since.
  • Financial Freedom LLC's IBM position peaked at $288K in Q2 2025.
  • 3,037 funds tracked by Wall St. Rank held IBM as of Q3 2026.

Based on Financial Freedom LLC's 13F filing for Q3 2026, filed 6 Nov 2026.