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Fortress Financial Group’s IBM IBM Stock Holding History

Fortress Financial Group’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 		$1.91M Sell
6,794
-1,396
-17% -$352K 0.95% 21
2026
Q1 		$1.99M Buy
8,190
+360
+5% +$97.4K 1.47% 17
2025
Q4 		$2.32M Buy
7,830
+3
+0% +$898 1.71% 15
2025
Q3 		$2.21M Buy
7,827
+3
+0% +$785 1.69% 15
2025
Q2 		$2.31M Buy
+7,824
New +$2.02M 1.95% 14

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

Fortress Financial Group's IBM Position: Q2 2026 in Review

Fortress Financial Group reduced its IBM (IBM) stake by 17% in Q2 2026, selling an estimated $352K and leaving 6,794 shares worth $1.91M. The position accounts for 0.95% of the portfolio, ranked #21.

Fortress Financial Group first reported a position in IBM in Q2 2025 and has held it in 5 quarters since. The position peaked at $2.32M in Q4 2025. 3,629 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Fortress Financial Group held 6,794 shares of IBM worth $1.91M as of Q2 2026.
  • Fortress Financial Group sold 1,396 IBM shares in Q2 2026, an estimated $352K.
  • IBM made up 0.95% of Fortress Financial Group's portfolio in Q2 2026, its #21 holding.
  • Fortress Financial Group first reported a position in IBM in Q2 2025 and has held it in 5 quarters since.
  • Fortress Financial Group's IBM position peaked at $2.32M in Q4 2025.
  • 3,629 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Fortress Financial Group's 13F filing for Q2 2026, filed 6 Aug 2026.