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 Q3	$754K	Sell	3,430 -16	-0.5%	-$3.8K	0.12%	63
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%	-$9.8K	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

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Francis Financial's IBM Position: Q3 2026 in Review

Francis Financial reduced its IBM (IBM) stake by 0.46% in Q3 2026, selling an estimated $3.8K and leaving 3,430 shares worth $754K. The position accounts for 0.12% of the portfolio, ranked #63.

Francis Financial first reported a position in IBM in Q3 2023 and has held it in 13 quarters since. The position peaked at $1.13M in Q3 2025. 2,398 funds tracked by Wall St. Rank hold IBM as of Q3 2026.

Francis Financial held 3,430 shares of IBM worth $754K as of Q3 2026.
Francis Financial sold 16 IBM shares in Q3 2026, an estimated $3.8K.
IBM made up 0.12% of Francis Financial's portfolio in Q3 2026, its #63 holding.
Francis Financial first reported a position in IBM in Q3 2023 and has held it in 13 quarters since.
Francis Financial's IBM position peaked at $1.13M in Q3 2025.
2,398 funds tracked by Wall St. Rank held IBM as of Q3 2026.

Based on Francis Financial's 13F filing for Q3 2026, filed 9 Nov 2026.