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Frazier Financial Advisors’s IBM IBM Stock Holding History

Frazier Financial Advisors’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 		$224K Sell
797
-2
-0.3% -$504 0.11% 69
2026
Q1 		$194K Buy
799
+117
+17% +$31.7K 0.11% 71
2025
Q4 		$202K Hold
682
– – 0.12% 67
2025
Q3 		$192K Sell
682
-1
-0.1% -$262 0.12% 63
2025
Q2 		$201K Hold
683
– – 0.14% 55
2025
Q1 		$170K Sell
683
-50
-7% -$12.2K 0.13% 60
2024
Q4 		$161K Hold
733
– – 0.13% 62
2024
Q3 		$162K Buy
733
+13
+2% +$2.55K 0.13% 67
2024
Q2 		$125K Buy
720
+8
+1% +$1.39K 0.1% 85
2024
Q1 		$136K Buy
712
+13
+2% +$2.37K 0.11% 78
2023
Q4 		$114K Buy
+699
New +$106K 0.1% 76

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

Frazier Financial Advisors's IBM Position: Q2 2026 in Review

Frazier Financial Advisors reduced its IBM (IBM) stake by 0.25% in Q2 2026, selling an estimated $504 and leaving 797 shares worth $224K. The position accounts for 0.11% of the portfolio, ranked #69.

Frazier Financial Advisors first reported a position in IBM in Q4 2023 and has held it in 11 quarters since. 3,637 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Frazier Financial Advisors held 797 shares of IBM worth $224K as of Q2 2026.
  • Frazier Financial Advisors sold 2 IBM shares in Q2 2026, an estimated $504.
  • IBM made up 0.11% of Frazier Financial Advisors's portfolio in Q2 2026, its #69 holding.
  • Frazier Financial Advisors first reported a position in IBM in Q4 2023 and has held it in 11 quarters since.
  • 3,637 funds tracked by Wall St. Rank held IBM as of Q2 2026.

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