Financial Gravity Asset Management’s IBM IBM Stock Holding History

Financial Gravity Asset Management’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	$100K	Buy	413 +113	+38%	+$30.6K	0.02%	225
2025 Q4	$88.9K	Hold	300	–	–	0.02%	195
2025 Q3	$84.6K	Buy	+300	New	+$78.5K	0.02%	237
2025 Q1	$99.5K	Buy	+400	New	+$97.8K	0.02%	222
2024 Q1	–	Sell	-1	Closed	-$182	–	1002
2023 Q4	$242	Buy	+1	New	+$151	﹤0.01%	1021
2021 Q3	$139K	Hold	2	–	–	0.07%	268
2021 Q2	$147K	Buy	+2	New	+$273	0.05%	247
2020 Q4	$1K	Buy	+7	New	+$809	﹤0.01%	410
2019 Q4	$134K	Sell	256 -127	-33%	-$16.5K	0.09%	218
2019 Q3	$53K	Sell	383 -40	-9%	-$5.4K	0.05%	283
2019 Q2	$56K	Sell	423 -546	-56%	-$71.7K	0.05%	307
2019 Q1	$133K	Buy	+969	New	+$124K	0.11%	178
2018 Q3	$286K	Buy	2,500 +201	+9%	+$28.1K	0.3%	60
2018 Q2	$318K	Sell	2,299 -101	-4%	-$14.1K	0.3%	54
2018 Q1	$327K	Buy	+2,400	New	+$363K	0.33%	49

Other funds holding IBM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Financial Gravity Asset Management's IBM Position: Q1 2026 in Review

Financial Gravity Asset Management increased its IBM (IBM) stake by 38% in Q1 2026, buying an estimated $30.6K and bringing the position to 413 shares worth $100K. The position accounts for 0.02% of the portfolio, ranked #225.

Financial Gravity Asset Management first reported a position in IBM in Q1 2018 and has held it in 15 quarters since. The position peaked at $327K in Q1 2018. 3,488 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

Financial Gravity Asset Management held 413 shares of IBM worth $100K as of Q1 2026.
Financial Gravity Asset Management bought 113 IBM shares in Q1 2026, an estimated $30.6K.
IBM made up 0.02% of Financial Gravity Asset Management's portfolio in Q1 2026, its #225 holding.
Financial Gravity Asset Management first reported a position in IBM in Q1 2018 and has held it in 15 quarters since.
Financial Gravity Asset Management's IBM position peaked at $327K in Q1 2018.
3,488 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Financial Gravity Asset Management's 13F filing for Q1 2026, filed 8 May 2026.