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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
Q2 		$631K Buy
2,243
+20
+0.9% +$5.04K 0.1% 84
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
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 $3.38T AUM 44.17% 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 Security Advisor's IBM Position: Q2 2026 in Review

Financial Security Advisor increased its IBM (IBM) stake by 0.9% in Q2 2026, buying an estimated $5.04K and bringing the position to 2,243 shares worth $631K. 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 12 quarters since. The position peaked at $712K in Q2 2025. 3,643 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Financial Security Advisor held 2,243 shares of IBM worth $631K as of Q2 2026.
  • Financial Security Advisor bought 20 IBM shares in Q2 2026, an estimated $5.04K.
  • IBM made up 0.1% of Financial Security Advisor's portfolio in Q2 2026, its #84 holding.
  • Financial Security Advisor first reported a position in IBM in Q3 2023 and has held it in 12 quarters since.
  • Financial Security Advisor's IBM position peaked at $712K in Q2 2025.
  • 3,643 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Financial Security Advisor's 13F filing for Q2 2026, filed 11 Aug 2026.