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Founders Financial Alliance’s IBM IBM Stock Holding History

Founders Financial Alliance’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 		$2.12M Sell
8,735
-11
-0.1% -$2.98K 0.38% 59
2025
Q4 		$2.59M Buy
8,746
+170
+2% +$50.9K 0.49% 45
2025
Q3 		$2.42M Buy
8,576
+214
+3% +$56K 0.46% 48
2025
Q2 		$2.46M Buy
8,362
+188
+2% +$48.4K 0.56% 42
2025
Q1 		$2.03M Buy
8,174
+210
+3% +$51.4K 0.49% 46
2024
Q4 		$1.75M Buy
7,964
+48
+0.6% +$10.7K 0.48% 45
2024
Q3 		$1.75M Buy
7,916
+68
+0.9% +$13.3K 0.49% 44
2024
Q2 		$1.36M Buy
7,848
+220
+3% +$38.2K 0.4% 54
2024
Q1 		$1.46M Buy
7,628
+431
+6% +$78.6K 0.44% 48
2023
Q4 		$1.18M Buy
7,197
+1,141
+19% +$172K 0.46% 46
2023
Q3 		$850K Sell
6,056
-147
-2% -$20.9K 0.37% 60
2023
Q2 		$830K Buy
6,203
+1,996
+47% +$258K 0.33% 70
2023
Q1 		$548K Sell
4,207
-2,165
-34% -$290K 0.27% 87
2022
Q4 		$898K Sell
6,372
-1,082
-15% -$149K 0.41% 63
2022
Q3 		$886K Buy
7,454
+1,172
+19% +$154K 0.45% 60
2022
Q2 		$887K Sell
6,282
-167
-3% -$22.5K 0.45% 56
2022
Q1 		$839K Buy
6,449
+23
+0.4% +$3K 0.37% 66
2021
Q4 		$859K Sell
6,426
-258
-4% -$32.4K 0.35% 71
2021
Q3 		$887K Buy
6,684
+160
+2% +$21.4K 0.41% 60
2021
Q2 		$914K Buy
6,524
+112
+2% +$15.3K 0.42% 60
2021
Q1 		$871K Buy
6,412
+1,341
+26% +$160K 0.43% 57
2020
Q4 		$610K Sell
5,071
-23
-0.5% -$2.66K 0.34% 73
2020
Q3 		$603K Buy
+5,094
New +$600K 0.36% 60

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

Founders Financial Alliance's IBM Position: Q1 2026 in Review

Founders Financial Alliance reduced its IBM (IBM) stake by 0.13% in Q1 2026, selling an estimated $2.98K and leaving 8,735 shares worth $2.12M. The position accounts for 0.38% of the portfolio, ranked #59.

Founders Financial Alliance first reported a position in IBM in Q3 2020 and has held it in 23 quarters since. The position peaked at $2.59M in Q4 2025. 3,467 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • Founders Financial Alliance held 8,735 shares of IBM worth $2.12M as of Q1 2026.
  • Founders Financial Alliance sold 11 IBM shares in Q1 2026, an estimated $2.98K.
  • IBM made up 0.38% of Founders Financial Alliance's portfolio in Q1 2026, its #59 holding.
  • Founders Financial Alliance first reported a position in IBM in Q3 2020 and has held it in 23 quarters since.
  • Founders Financial Alliance's IBM position peaked at $2.59M in Q4 2025.
  • 3,467 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Founders Financial Alliance's 13F filing for Q1 2026, filed 11 May 2026.