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FourThought Financial Partners’s IBM IBM Stock Holding History

FourThought Financial Partners’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 		$766K Buy
2,724
+241
+10% +$60.7K 0.06% 165
2026
Q1 		$602K Sell
2,483
-352
-12% -$95.2K 0.05% 170
2025
Q4 		$840K Buy
2,835
+264
+10% +$79.1K 0.07% 159
2025
Q3 		$725K Sell
2,571
-91
-3% -$23.8K 0.06% 159
2025
Q2 		$785K Sell
2,662
-89
-3% -$22.9K 0.08% 151
2025
Q1 		$684K Sell
2,751
-24
-0.9% -$5.87K 0.07% 155
2024
Q4 		$610K Buy
+2,775
New +$618K 0.06% 169
2024
Q2 		– Sell
-3,370
Closed -$644K – 246
2024
Q1 		$644K Sell
3,370
-127
-4% -$23.2K 0.07% 170
2023
Q4 		$572K Sell
3,497
-166
-5% -$25.1K 0.07% 180
2023
Q3 		$514K Buy
3,663
+191
+6% +$27.2K 0.07% 180
2023
Q2 		$465K Sell
3,472
-387
-10% -$49.9K 0.06% 197
2023
Q1 		$506K Sell
3,859
-481
-11% -$64.3K 0.07% 180
2022
Q4 		$611K Buy
+4,340
New +$599K 0.09% 168

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 $3.38T AUM 44.17% 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

FourThought Financial Partners's IBM Position: Q2 2026 in Review

FourThought Financial Partners increased its IBM (IBM) stake by 9.7% in Q2 2026, buying an estimated $60.7K and bringing the position to 2,724 shares worth $766K. The position accounts for 0.06% of the portfolio, ranked #165.

FourThought Financial Partners first reported a position in IBM in Q4 2022 and has held it in 13 quarters since. The position peaked at $840K in Q4 2025. 3,643 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • FourThought Financial Partners held 2,724 shares of IBM worth $766K as of Q2 2026.
  • FourThought Financial Partners bought 241 IBM shares in Q2 2026, an estimated $60.7K.
  • IBM made up 0.06% of FourThought Financial Partners's portfolio in Q2 2026, its #165 holding.
  • FourThought Financial Partners first reported a position in IBM in Q4 2022 and has held it in 13 quarters since.
  • FourThought Financial Partners's IBM position peaked at $840K in Q4 2025.
  • 3,643 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on FourThought Financial Partners's 13F filing for Q2 2026, filed 12 Aug 2026.