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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Francis Financial's IBM Position: Q1 2026 in Review

Francis Financial reduced its IBM (IBM) stake by 3.1% in Q1 2026, selling an estimated $29K and leaving 3,398 shares worth $824K. The position accounts for 0.15% of the portfolio, ranked #53.

Francis Financial first reported a position in IBM in Q3 2023 and has held it in 11 quarters since. The position peaked at $1.13M in Q3 2025. 3,464 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • Francis Financial held 3,398 shares of IBM worth $824K as of Q1 2026.
  • Francis Financial sold 107 IBM shares in Q1 2026, an estimated $29K.
  • IBM made up 0.15% of Francis Financial's portfolio in Q1 2026, its #53 holding.
  • Francis Financial first reported a position in IBM in Q3 2023 and has held it in 11 quarters since.
  • Francis Financial's IBM position peaked at $1.13M in Q3 2025.
  • 3,464 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Francis Financial's 13F filing for Q1 2026, filed 7 May 2026.