Financial Security Advisor’s IBM IBM Stock Holding History

Financial Security Advisor’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	$539K	Buy	2,223 +13	+0.6%	+$3.52K	0.1%	84
2025 Q4	$655K	Sell	2,210 -3	-0.1%	-$898	0.13%	73
2025 Q3	$625K	Sell	2,213 -203	-8%	-$53.1K	0.13%	68
2025 Q2	$712K	Buy	2,416 +83	+4%	+$21.4K	0.16%	59
2025 Q1	$580K	Buy	2,333 +2	+0.1%	+$489	0.15%	61
2024 Q4	$512K	Sell	2,331 -36	-2%	-$8.02K	0.13%	64
2024 Q3	$523K	Buy	2,367 +15	+0.6%	+$2.94K	0.13%	62
2024 Q2	$407K	Buy	2,352 +3	+0.1%	+$521	0.14%	67
2024 Q1	$448K	Buy	2,349 +3	+0.1%	+$547	0.16%	62
2023 Q4	$384K	Buy	2,346 +61	+3%	+$9.22K	0.15%	68
2023 Q3	$321K	Buy	+2,285	New	+$325K	0.15%	76

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 Security Advisor's IBM Position: Q1 2026 in Review

Financial Security Advisor increased its IBM (IBM) stake by 0.59% in Q1 2026, buying an estimated $3.52K and bringing the position to 2,223 shares worth $539K. The position accounts for 0.1% of the portfolio, ranked #84.

Financial Security Advisor first reported a position in IBM in Q3 2023 and has held it in 11 quarters since. The position peaked at $712K in Q2 2025. 3,467 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

Financial Security Advisor held 2,223 shares of IBM worth $539K as of Q1 2026.
Financial Security Advisor bought 13 IBM shares in Q1 2026, an estimated $3.52K.
IBM made up 0.1% of Financial Security Advisor's portfolio in Q1 2026, its #84 holding.
Financial Security Advisor first reported a position in IBM in Q3 2023 and has held it in 11 quarters since.
Financial Security Advisor's IBM position peaked at $712K in Q2 2025.
3,467 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Financial Security Advisor's 13F filing for Q1 2026, filed 4 May 2026.