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Florida Financial Advisors’s IBM IBM Stock Holding History

Florida Financial Advisors’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 		$388K Sell
1,379
-74
-5% -$18.6K 0.07% 228
2026
Q1 		$353K Buy
1,453
+360
+33% +$97.4K 0.08% 216
2025
Q4 		$320K Buy
1,093
+134
+14% +$40.1K 0.09% 201
2025
Q3 		$271K Sell
959
-397
-29% -$104K 0.08% 214
2025
Q2 		$400K Sell
1,356
-245
-15% -$63.1K 0.13% 169
2025
Q1 		$398K Sell
1,601
-36
-2% -$8.81K 0.16% 135
2024
Q4 		$360K Buy
1,637
+27
+2% +$6.01K 0.16% 124
2024
Q3 		$311K Buy
1,610
+88
+6% +$17.3K 0.16% 119
2024
Q2 		$229K Buy
1,522
+271
+22% +$47.1K 0.14% 125
2024
Q1 		$239K Sell
1,251
-254
-17% -$46.3K 0.18% 106
2023
Q4 		$214K Buy
+1,505
New +$227K 0.2% 101

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

Florida Financial Advisors's IBM Position: Q2 2026 in Review

Florida Financial Advisors reduced its IBM (IBM) stake by 5.1% in Q2 2026, selling an estimated $18.6K and leaving 1,379 shares worth $388K. The position accounts for 0.07% of the portfolio, ranked #228.

Florida Financial Advisors first reported a position in IBM in Q4 2023 and has held it in 11 quarters since. The position peaked at $400K in Q2 2025. 3,629 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Florida Financial Advisors held 1,379 shares of IBM worth $388K as of Q2 2026.
  • Florida Financial Advisors sold 74 IBM shares in Q2 2026, an estimated $18.6K.
  • IBM made up 0.07% of Florida Financial Advisors's portfolio in Q2 2026, its #228 holding.
  • Florida Financial Advisors first reported a position in IBM in Q4 2023 and has held it in 11 quarters since.
  • Florida Financial Advisors's IBM position peaked at $400K in Q2 2025.
  • 3,629 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Florida Financial Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.