First Command Advisory Services’s IBM IBM Stock Holding History

First Command Advisory Services’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	$878K	Sell	3,121 -350	-10%	-$88.2K	0.01%	93
2026 Q1	$841K	Buy	3,471 +12	+0.3%	+$3.25K	0.01%	99
2025 Q4	$1.02M	Buy	3,459 +36	+1%	+$10.8K	0.01%	88
2025 Q3	$966K	Sell	3,423 -77	-2%	-$20.2K	0.01%	91
2025 Q2	$1.03M	Buy	3,500 +39	+1%	+$10K	0.01%	82
2025 Q1	$861K	Sell	3,461 -196	-5%	-$47.9K	0.01%	86
2024 Q4	$804K	Sell	3,657 -78	-2%	-$17.4K	0.01%	86
2024 Q3	$826K	Buy	3,735 +144	+4%	+$28.2K	0.01%	91
2024 Q2	$621K	Sell	3,591 -14	-0.4%	-$2.43K	0.01%	91
2024 Q1	$688K	Sell	3,605 -187	-5%	-$34.1K	0.01%	89
2023 Q4	$620K	Buy	3,792 +325	+9%	+$49.1K	0.01%	85
2023 Q3	$486K	Buy	3,467 +3,465	+173,250%	+$493K	0.01%	98
2023 Q2	$134	Sell	2 -278	-99%	-$35.9K	﹤0.01%	60
2023 Q1	$36.7K	Buy	+280	New	+$37.5K	﹤0.01%	14
2021 Q4	–	Sell	-25	Closed	–	–	117
2021 Q3	$0	Buy	+25	New	+$3.34K	﹤0.01%	125

Other funds holding IBM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

First Command Advisory Services's IBM Position: Q2 2026 in Review

First Command Advisory Services reduced its IBM (IBM) stake by 10% in Q2 2026, selling an estimated $88.2K and leaving 3,121 shares worth $878K. The position accounts for 0.01% of the portfolio, ranked #93.

First Command Advisory Services first reported a position in IBM in Q3 2021 and has held it in 15 quarters since. The position peaked at $1.03M in Q2 2025. 3,643 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

First Command Advisory Services held 3,121 shares of IBM worth $878K as of Q2 2026.
First Command Advisory Services sold 350 IBM shares in Q2 2026, an estimated $88.2K.
IBM made up 0.01% of First Command Advisory Services's portfolio in Q2 2026, its #93 holding.
First Command Advisory Services first reported a position in IBM in Q3 2021 and has held it in 15 quarters since.
First Command Advisory Services's IBM position peaked at $1.03M in Q2 2025.
3,643 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on First Command Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.