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Founders Financial Securities’s IBM IBM Stock Holding History

Founders Financial Securities’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 		$1.49M Sell
5,301
-3,780
-42% -$952K 0.08% 244
2026
Q1 		$2.15M Buy
9,081
+346
+4% +$93.6K 0.12% 168
2025
Q4 		$2.59M Buy
8,735
+797
+10% +$239K 0.15% 132
2025
Q3 		$2.24M Sell
7,938
-104
-1% -$27.2K 0.15% 136
2025
Q2 		$2.37M Sell
8,042
-3,422
-30% -$882K 0.18% 115
2025
Q1 		$2.71M Buy
11,464
+153
+1% +$37.4K 0.23% 93
2024
Q4 		$2.49M Buy
11,311
+334
+3% +$74.4K 0.22% 85
2024
Q3 		$2.43M Sell
10,977
-774
-7% -$152K 0.22% 87
2024
Q2 		$2.03M Buy
11,751
+1,091
+10% +$190K 0.19% 103
2024
Q1 		$2.04M Sell
10,660
-841
-7% -$153K 0.21% 96
2023
Q4 		$1.88M Buy
11,501
+189
+2% +$28.6K 0.21% 92
2023
Q3 		$1.59M Sell
11,312
-33
-0.3% -$4.7K 0.21% 92
2023
Q2 		$1.52M Sell
11,345
-859
-7% -$111K 0.2% 96
2023
Q1 		$1.6M Buy
12,204
+1,412
+13% +$189K 0.23% 86
2022
Q4 		$1.52M Buy
10,792
+495
+5% +$68.3K 0.24% 89
2022
Q3 		$1.22M Buy
10,297
+767
+8% +$101K 0.22% 96
2022
Q2 		$1.35M Sell
9,530
-223
-2% -$30.1K 0.26% 77
2022
Q1 		$1.27M Buy
9,753
+867
+10% +$113K 0.22% 93
2021
Q4 		$1.19M Sell
8,886
-348
-4% -$43.6K 0.21% 93
2021
Q3 		$1.23M Sell
9,234
-435
-4% -$58.1K 0.25% 86
2021
Q2 		$1.35M Buy
9,669
+1,841
+24% +$252K 0.27% 80
2021
Q1 		$997K Sell
7,828
-183
-2% -$21.9K 0.23% 90
2020
Q4 		$964K Buy
8,011
+378
+5% +$43.7K 0.23% 79
2020
Q3 		$888K Sell
7,633
-485
-6% -$57.1K 0.28% 63
2020
Q2 		$939K Buy
8,118
+857
+12% +$99.5K 0.3% 61
2020
Q1 		$770K Sell
7,261
-54
-0.7% -$6.83K 0.29% 49
2019
Q4 		$937K Buy
7,315
+193
+3% +$25.1K 0.32% 55
2019
Q3 		$990K Buy
7,122
+563
+9% +$75.9K 0.32% 64
2019
Q2 		$865K Sell
6,559
-605
-8% -$79.5K 0.28% 57
2019
Q1 		$966K Sell
7,164
-53
-0.7% -$6.76K 0.31% 52
2018
Q4 		$784K Sell
7,217
-86
-1% -$10.3K 0.28% 59
2018
Q3 		$1.06M Buy
7,303
+236
+3% +$33K 0.29% 48
2018
Q2 		$944K Sell
7,067
-64
-0.9% -$8.93K 0.29% 54
2018
Q1 		$1.05M Buy
7,131
+151
+2% +$22.8K 0.34% 45
2017
Q4 		$1.02M Buy
6,980
+211
+3% +$30.7K 0.34% 45
2017
Q3 		$939K Buy
6,769
+326
+5% +$45.4K 0.33% 44
2017
Q2 		$948K Buy
+6,443
New +$971K 0.36% 43
2016
Q3 		– Sell
-26,326
Closed -$3.82M – 85
2016
Q2 		$3.82M Sell
26,326
-230
-0.9% -$32.9K 1.75% 17
2016
Q1 		$3.85M Buy
+26,556
New +$3.39M 1.81% 15

Other funds holding IBM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Founders Financial Securities's IBM Position: Q2 2026 in Review

Founders Financial Securities reduced its IBM (IBM) stake by 42% in Q2 2026, selling an estimated $952K and leaving 5,301 shares worth $1.49M. The position accounts for 0.08% of the portfolio, ranked #244.

Founders Financial Securities first reported a position in IBM in Q1 2016 and has held it in 39 quarters since. The position peaked at $3.85M in Q1 2016. 1,915 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Founders Financial Securities held 5,301 shares of IBM worth $1.49M as of Q2 2026.
  • Founders Financial Securities sold 3,780 IBM shares in Q2 2026, an estimated $952K.
  • IBM made up 0.08% of Founders Financial Securities's portfolio in Q2 2026, its #244 holding.
  • Founders Financial Securities first reported a position in IBM in Q1 2016 and has held it in 39 quarters since.
  • Founders Financial Securities's IBM position peaked at $3.85M in Q1 2016.
  • 1,915 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Founders Financial Securities's 13F filing for Q2 2026, filed 31 Jul 2026.