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Financial Insights’s IBM IBM Stock Holding History

Financial Insights’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 		$373K Buy
1,325
+142
+12% +$35.8K 0.1% 105
2026
Q1 		$287K Hold
1,183
– – 0.09% 107
2025
Q4 		$350K Buy
1,183
+119
+11% +$35.6K 0.12% 93
2025
Q3 		$300K Buy
1,064
+150
+16% +$39.3K 0.1% 100
2025
Q2 		$269K Hold
914
– – 0.1% 99
2025
Q1 		$227K Hold
914
– – 0.09% 99
2024
Q4 		$201K Hold
914
– – 0.07% 107
2024
Q3 		$202K Buy
+914
New +$179K 0.06% 143

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 Insights's IBM Position: Q2 2026 in Review

Financial Insights increased its IBM (IBM) stake by 12% in Q2 2026, buying an estimated $35.8K and bringing the position to 1,325 shares worth $373K. The position accounts for 0.1% of the portfolio, ranked #105.

Financial Insights first reported a position in IBM in Q3 2024 and has held it in 8 quarters since. 3,628 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Financial Insights held 1,325 shares of IBM worth $373K as of Q2 2026.
  • Financial Insights bought 142 IBM shares in Q2 2026, an estimated $35.8K.
  • IBM made up 0.1% of Financial Insights's portfolio in Q2 2026, its #105 holding.
  • Financial Insights first reported a position in IBM in Q3 2024 and has held it in 8 quarters since.
  • 3,628 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Financial Insights's 13F filing for Q2 2026, filed 25 Aug 2026.