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Francis Financial’s IBM IBM Stock Holding History

Francis Financial’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 		$969K Buy
3,446
+48
+1% +$12.1K 0.16% 59
2026
Q1 		$824K Sell
3,398
-107
-3% -$29K 0.15% 53
2025
Q4 		$1.04M Buy
3,505
+16
+0.5% +$4.79K 0.2% 50
2025
Q3 		$1.13M Buy
3,489
+18
+0.5% +$4.71K 0.2% 45
2025
Q2 		$1.02M Buy
3,471
+183
+6% +$47.1K 0.24% 42
2025
Q1 		$818K Sell
3,288
-40
-1% -$9.78K 0.2% 38
2024
Q4 		$626K Buy
3,328
+674
+25% +$150K 0.16% 45
2024
Q3 		$587K Buy
2,654
+106
+4% +$20.8K 0.15% 48
2024
Q2 		$441K Buy
2,548
+90
+4% +$15.6K 0.13% 55
2024
Q1 		$469K Sell
2,458
-184
-7% -$33.6K 0.15% 42
2023
Q4 		$432K Buy
2,642
+201
+8% +$30.4K 0.19% 38
2023
Q3 		$342K Buy
+2,441
New +$347K 0.18% 37

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

Francis Financial's IBM Position: Q2 2026 in Review

Francis Financial increased its IBM (IBM) stake by 1.4% in Q2 2026, buying an estimated $12.1K and bringing the position to 3,446 shares worth $969K. The position accounts for 0.16% of the portfolio, ranked #59.

Francis Financial first reported a position in IBM in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.13M in Q3 2025. 3,633 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Francis Financial held 3,446 shares of IBM worth $969K as of Q2 2026.
  • Francis Financial bought 48 IBM shares in Q2 2026, an estimated $12.1K.
  • IBM made up 0.16% of Francis Financial's portfolio in Q2 2026, its #59 holding.
  • Francis Financial first reported a position in IBM in Q3 2023 and has held it in 12 quarters since.
  • Francis Financial's IBM position peaked at $1.13M in Q3 2025.
  • 3,633 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Francis Financial's 13F filing for Q2 2026, filed 10 Aug 2026.