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Frederick Financial Consultants’s IBM IBM Stock Holding History

Frederick Financial Consultants’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 		$1.5M Sell
6,172
-159
-3% -$43K 0.74% 29
2025
Q4 		$1.88M Sell
6,331
-75
-1% -$22.5K 1.03% 22
2025
Q3 		$1.81M Sell
6,406
-12
-0.2% -$3.14K 1.01% 23
2025
Q2 		$1.89M Sell
6,418
-4
-0.1% -$1.03K 1.18% 21
2025
Q1 		$1.6M Buy
6,422
+44
+0.7% +$10.8K 1.15% 21
2024
Q4 		$1.4M Buy
+6,378
New +$1.42M 1.12% 22

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

Frederick Financial Consultants's IBM Position: Q1 2026 in Review

Frederick Financial Consultants reduced its IBM (IBM) stake by 2.5% in Q1 2026, selling an estimated $43K and leaving 6,172 shares worth $1.5M. The position accounts for 0.74% of the portfolio, ranked #29.

Frederick Financial Consultants first reported a position in IBM in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.89M in Q2 2025. 3,466 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • Frederick Financial Consultants held 6,172 shares of IBM worth $1.5M as of Q1 2026.
  • Frederick Financial Consultants sold 159 IBM shares in Q1 2026, an estimated $43K.
  • IBM made up 0.74% of Frederick Financial Consultants's portfolio in Q1 2026, its #29 holding.
  • Frederick Financial Consultants first reported a position in IBM in Q4 2024 and has held it in 6 quarters since.
  • Frederick Financial Consultants's IBM position peaked at $1.89M in Q2 2025.
  • 3,466 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Frederick Financial Consultants's 13F filing for Q1 2026, filed 14 May 2026.