FFA
IBM icon

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
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 $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

Frazier Financial Advisors's IBM Position: Q1 2026 in Review

Frazier Financial Advisors increased its IBM (IBM) stake by 17% in Q1 2026, buying an estimated $31.7K and bringing the position to 799 shares worth $194K. The position accounts for 0.11% of the portfolio, ranked #71.

Frazier Financial Advisors first reported a position in IBM in Q4 2023 and has held it in 10 quarters since. The position peaked at $202K in Q4 2025. 3,466 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • Frazier Financial Advisors held 799 shares of IBM worth $194K as of Q1 2026.
  • Frazier Financial Advisors bought 117 IBM shares in Q1 2026, an estimated $31.7K.
  • IBM made up 0.11% of Frazier Financial Advisors's portfolio in Q1 2026, its #71 holding.
  • Frazier Financial Advisors first reported a position in IBM in Q4 2023 and has held it in 10 quarters since.
  • Frazier Financial Advisors's IBM position peaked at $202K in Q4 2025.
  • 3,466 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Frazier Financial Advisors's 13F filing for Q1 2026, filed 5 May 2026.