Foundry Financial Group’s IBM IBM Stock Holding History

Foundry 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 Q1	–	Sell	-700	Closed	-$207K	–	71
2025 Q4	$207K	Sell	700 -13	-2%	-$3.89K	0.1%	62
2025 Q3	$201K	Sell	713 -60	-8%	-$15.7K	0.11%	62
2025 Q2	$228K	Buy	+773	New	+$199K	0.13%	56

Other funds holding IBM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Foundry Financial Group's IBM Position: Q1 2026 in Review

Foundry Financial Group sold out of IBM (IBM) in Q1 2026, closing a stake of 700 shares — an estimated $207K sold.

Foundry Financial Group first reported a position in IBM in Q2 2025 and held it in 3 quarters. The position peaked at $228K in Q2 2025. 3,462 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

Foundry Financial Group reported no remaining IBM position as of Q1 2026 after selling out during the quarter.
Foundry Financial Group sold 700 IBM shares in Q1 2026, an estimated $207K.
Foundry Financial Group first reported a position in IBM in Q2 2025 and held it in 3 quarters.
Foundry Financial Group's IBM position peaked at $228K in Q2 2025.
3,462 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Foundry Financial Group's 13F filing for Q1 2026, filed 23 Apr 2026.