FFA
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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
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 $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

Florida Financial Advisors's IBM Position: Q1 2026 in Review

Florida Financial Advisors increased its IBM (IBM) stake by 33% in Q1 2026, buying an estimated $97.4K and bringing the position to 1,453 shares worth $353K. The position accounts for 0.08% of the portfolio, ranked #216.

Florida Financial Advisors first reported a position in IBM in Q4 2023 and has held it in 10 quarters since. The position peaked at $400K in Q2 2025. 3,463 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • Florida Financial Advisors held 1,453 shares of IBM worth $353K as of Q1 2026.
  • Florida Financial Advisors bought 360 IBM shares in Q1 2026, an estimated $97.4K.
  • IBM made up 0.08% of Florida Financial Advisors's portfolio in Q1 2026, its #216 holding.
  • Florida Financial Advisors first reported a position in IBM in Q4 2023 and has held it in 10 quarters since.
  • Florida Financial Advisors's IBM position peaked at $400K in Q2 2025.
  • 3,463 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Florida Financial Advisors's 13F filing for Q1 2026, filed 7 May 2026.