FAFN
IBM icon

First Affirmative Financial Network’s IBM IBM Stock Holding History

First Affirmative Financial Network’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 		$872K Buy
+3,599
New +$974K 0.34% 60
2025
Q3 		$841K Sell
2,980
-56
-2% -$14.7K 0.4% 46
2025
Q2 		$895K Buy
3,036
+123
+4% +$31.7K 0.46% 42
2025
Q1 		$724K Sell
2,913
-210
-7% -$51.4K 0.44% 50
2024
Q4 		$687K Buy
3,123
+46
+1% +$10.2K 0.4% 61
2024
Q3 		$680K Buy
3,077
+128
+4% +$25.1K 0.37% 67
2024
Q2 		$510K Buy
2,949
+90
+3% +$15.6K 0.35% 75
2024
Q1 		$546K Sell
2,859
-87
-3% -$15.9K 0.4% 63
2023
Q4 		$482K Buy
2,946
+318
+12% +$48.1K 0.38% 70
2023
Q3 		$369K Buy
2,628
+191
+8% +$27.2K 0.36% 80
2023
Q2 		$326K Buy
2,437
+712
+41% +$91.9K 0.33% 100
2023
Q1 		$226K Buy
1,725
+211
+14% +$28.2K 0.26% 124
2022
Q4 		$213K Buy
+1,514
New +$209K 0.26% 132
2022
Q3 		– Sell
-1,571
Closed -$222K – 144
2022
Q2 		$222K Buy
+1,571
New +$212K 0.25% 118
2021
Q4 		– Sell
-2,368
Closed -$315K – 159
2021
Q3 		$315K Buy
+2,368
New +$317K 0.32% 85

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

First Affirmative Financial Network's IBM Position: Q1 2026 in Review

First Affirmative Financial Network opened a new position in IBM (IBM) in Q1 2026: 3,599 shares worth $872K. The stake represents 0.34% of the portfolio and ranks #60 among its holdings. This is a return to the name: First Affirmative Financial Network previously reported a position in IBM as recently as Q3 2025.

First Affirmative Financial Network first reported a position in IBM in Q3 2021 and has held it in 15 quarters since. The position peaked at $895K in Q2 2025. 3,463 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • First Affirmative Financial Network held 3,599 shares of IBM worth $872K as of Q1 2026.
  • IBM was a new First Affirmative Financial Network position in Q1 2026.
  • IBM made up 0.34% of First Affirmative Financial Network's portfolio in Q1 2026, its #60 holding.
  • First Affirmative Financial Network first reported a position in IBM in Q3 2021 and has held it in 15 quarters since.
  • First Affirmative Financial Network's IBM position peaked at $895K in Q2 2025.
  • 3,463 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on First Affirmative Financial Network's 13F filing for Q1 2026, filed 8 May 2026.