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Financial Gravity Companies’s IBM IBM Stock Holding History

Financial Gravity Companies’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 		$129K Buy
+458
New +$115K 0.02% 205
2025
Q2 		$118K Buy
+400
New +$103K 0.02% 204
2024
Q4 		$87.9K Buy
+400
New +$89.1K 0.02% 218
2018
Q4 		$343K Buy
+2,675
New +$321K 0.31% 46
2018
Q1 		$327K Buy
2,400
+880
+58% +$133K 0.33% 49
2017
Q4 		$238K Buy
+1,520
New +$221K 0.27% 70

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 Gravity Companies's IBM Position: Q2 2026 in Review

Financial Gravity Companies opened a new position in IBM (IBM) in Q2 2026: 458 shares worth $129K. The stake represents 0.02% of the portfolio and ranks #205 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in IBM as recently as Q2 2025.

Financial Gravity Companies first reported a position in IBM in Q4 2017 and has held it in 6 quarters since. The position peaked at $343K in Q4 2018. 3,630 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Financial Gravity Companies held 458 shares of IBM worth $129K as of Q2 2026.
  • IBM was a new Financial Gravity Companies position in Q2 2026.
  • IBM made up 0.02% of Financial Gravity Companies's portfolio in Q2 2026, its #205 holding.
  • Financial Gravity Companies first reported a position in IBM in Q4 2017 and has held it in 6 quarters since.
  • Financial Gravity Companies's IBM position peaked at $343K in Q4 2018.
  • 3,630 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Financial Gravity Companies's 13F filing for Q2 2026, filed 5 Aug 2026.