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Flaharty Asset Management’s IBM IBM Stock Holding History

Flaharty Asset Management’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
-805
Closed -$238K – 134
2025
Q4 		$238K Buy
+805
New +$241K 0.03% 125
2025
Q2 		– Sell
-380
Closed -$94.4K – 277
2025
Q1 		$94.4K Buy
+380
New +$93K 0.01% 162
2024
Q4 		– Sell
-503
Closed -$111K – 250
2024
Q3 		$111K Buy
+503
New +$98.6K 0.02% 155
2023
Q4 		– Sell
-1,440
Closed -$202K – 253
2023
Q3 		$202K Buy
+1,440
New +$205K 0.03% 111
2023
Q2 		– Sell
-2,082
Closed -$273K – 112
2023
Q1 		$273K Hold
2,082
– – 0.05% 92
2022
Q4 		$293K Buy
+2,082
New +$287K 0.05% 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

Flaharty Asset Management's IBM Position: Q1 2026 in Review

Flaharty Asset Management sold out of IBM (IBM) in Q1 2026, closing a stake of 805 shares — an estimated $238K sold.

Flaharty Asset Management first reported a position in IBM in Q4 2022 and held it in 6 quarters. The position peaked at $293K in Q4 2022. 3,463 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • Flaharty Asset Management reported no remaining IBM position as of Q1 2026 after selling out during the quarter.
  • Flaharty Asset Management sold 805 IBM shares in Q1 2026, an estimated $238K.
  • Flaharty Asset Management first reported a position in IBM in Q4 2022 and held it in 6 quarters.
  • Flaharty Asset Management's IBM position peaked at $293K in Q4 2022.
  • 3,463 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Flaharty Asset Management's 13F filing for Q1 2026, filed 5 May 2026.