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Financial & Tax Architects’s IBM IBM Stock Holding History

Financial & Tax Architects’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 		$8.26M Sell
29,366
-1,111
-4% -$280K 1.74% 15
2026
Q1 		$7.39M Buy
30,477
+1,914
+7% +$518K 1.65% 18
2025
Q4 		$8.46M Sell
28,563
-2,604
-8% -$780K 1.9% 12
2025
Q3 		$8.79M Buy
31,167
+1,223
+4% +$320K 1.94% 12
2025
Q2 		$8.83M Sell
29,944
-535
-2% -$138K 2.14% 10
2025
Q1 		$7.58M Sell
30,479
-3,284
-10% -$803K 1.9% 13
2024
Q4 		$7.42M Sell
33,763
-1,354
-4% -$302K 1.89% 12
2024
Q3 		$7.76M Sell
35,117
-1,706
-5% -$335K 2% 12
2024
Q2 		$6.37M Buy
36,823
+2,522
+7% +$438K 1.71% 16
2024
Q1 		$6.55M Sell
34,301
-3,479
-9% -$635K 1.8% 13
2023
Q4 		$6.18M Sell
37,780
-2,743
-7% -$414K 1.83% 14
2023
Q3 		$5.69M Buy
40,523
+688
+2% +$97.9K 1.77% 17
2023
Q2 		$5.33M Buy
39,835
+1,682
+4% +$217K 1.65% 21
2023
Q1 		$5M Buy
38,153
+1,842
+5% +$246K 1.65% 24
2022
Q4 		$5.13M Sell
36,311
-1,656
-4% -$228K 1.75% 14
2022
Q3 		$4.51M Buy
37,967
+2,109
+6% +$277K 1.69% 22
2022
Q2 		$5.06M Buy
35,858
+3,288
+10% +$444K 1.92% 14
2022
Q1 		$4.23M Buy
32,570
+2,647
+9% +$345K 1.6% 24
2021
Q4 		$4M Buy
29,923
+3,882
+15% +$487K 1.63% 24
2021
Q3 		$3.46M Buy
26,041
+4,355
+20% +$582K 1.58% 22
2021
Q2 		$3.04M Buy
21,686
+1,866
+9% +$255K 1.49% 33
2021
Q1 		$2.53M Buy
+19,820
New +$2.37M 1.42% 32

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 & Tax Architects's IBM Position: Q2 2026 in Review

Financial & Tax Architects reduced its IBM (IBM) stake by 3.6% in Q2 2026, selling an estimated $280K and leaving 29,366 shares worth $8.26M. The position accounts for 1.74% of the portfolio, ranked #15.

Financial & Tax Architects first reported a position in IBM in Q1 2021 and has held it in 22 quarters since. The position peaked at $8.83M in Q2 2025. 3,628 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Financial & Tax Architects held 29,366 shares of IBM worth $8.26M as of Q2 2026.
  • Financial & Tax Architects sold 1,111 IBM shares in Q2 2026, an estimated $280K.
  • IBM made up 1.74% of Financial & Tax Architects's portfolio in Q2 2026, its #15 holding.
  • Financial & Tax Architects first reported a position in IBM in Q1 2021 and has held it in 22 quarters since.
  • Financial & Tax Architects's IBM position peaked at $8.83M in Q2 2025.
  • 3,628 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Financial & Tax Architects's 13F filing for Q2 2026, filed 23 Jul 2026.