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Financially Speaking’s IBM IBM Stock Holding History

Financially Speaking’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 		– Sell
-16
Closed -$4.74K – 128
2025
Q4 		$4.74K Hold
16
– – ﹤0.01% 123
2025
Q3 		$4.51K Hold
16
– – ﹤0.01% 125
2025
Q2 		$4.72K Buy
+16
New +$4.12K ﹤0.01% 113
2025
Q1 		– Sell
-16
Closed -$3.52K – 111
2024
Q4 		$3.52K Buy
+16
New +$3.56K ﹤0.01% 133

Other funds holding IBM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Financially Speaking's IBM Position: Q1 2026 in Review

Financially Speaking sold out of IBM (IBM) in Q1 2026, closing a stake of 16 shares — an estimated $4.74K sold.

Financially Speaking first reported a position in IBM in Q4 2024 and held it in 4 quarters. The position peaked at $4.74K in Q4 2025. 3,464 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • Financially Speaking reported no remaining IBM position as of Q1 2026 after selling out during the quarter.
  • Financially Speaking sold 16 IBM shares in Q1 2026, an estimated $4.74K.
  • Financially Speaking first reported a position in IBM in Q4 2024 and held it in 4 quarters.
  • Financially Speaking's IBM position peaked at $4.74K in Q4 2025.
  • 3,464 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Financially Speaking's 13F filing for Q1 2026, filed 7 Apr 2026.