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Frisch Financial Group’s IBM IBM Stock Holding History

Frisch Financial Group’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 		$780K Sell
3,219
-126
-4% -$34.1K 0.16% 74
2025
Q4 		$991K Sell
3,345
-688
-17% -$206K 0.22% 62
2025
Q3 		$1.14M Sell
4,033
-4,303
-52% -$1.13M 0.26% 55
2025
Q2 		$2.46M Buy
8,336
+6,948
+501% +$1.79M 0.6% 31
2025
Q1 		$345K Sell
1,388
-26
-2% -$6.36K 0.1% 90
2024
Q4 		$311K Sell
1,414
-42
-3% -$9.35K 0.09% 96
2024
Q3 		$322K Sell
1,456
-74
-5% -$14.5K 0.1% 93
2024
Q2 		$265K Sell
1,530
-356
-19% -$61.9K 0.08% 107
2024
Q1 		$360K Buy
1,886
+517
+38% +$94.3K 0.12% 83
2023
Q4 		$224K Sell
1,369
-188
-12% -$28.4K 0.08% 113
2023
Q3 		$219K Sell
1,557
-103
-6% -$14.7K 0.09% 107
2023
Q2 		$222K Buy
+1,660
New +$214K 0.11% 102
2021
Q2 		– Sell
-2,276
Closed -$290K – 157
2021
Q1 		$290K Buy
2,276
+107
+5% +$12.8K 0.1% 110
2020
Q4 		$261K Sell
2,169
-2,143
-50% -$248K 0.1% 104
2020
Q3 		$502K Buy
4,312
+2,176
+102% +$256K 0.22% 56
2020
Q2 		$247K Sell
2,136
-103
-5% -$12K 0.12% 81
2020
Q1 		$238K Sell
2,239
-272
-11% -$34.4K 0.14% 86
2019
Q4 		$322K Buy
2,511
+220
+10% +$28.6K 0.15% 81
2019
Q3 		$318K Buy
+2,291
New +$309K 0.19% 68
2019
Q2 		– Sell
-2,160
Closed -$291K – 104
2019
Q1 		$291K Buy
+2,160
New +$275K 0.18% 75

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

Frisch Financial Group's IBM Position: Q1 2026 in Review

Frisch Financial Group reduced its IBM (IBM) stake by 3.8% in Q1 2026, selling an estimated $34.1K and leaving 3,219 shares worth $780K. The position accounts for 0.16% of the portfolio, ranked #74.

Frisch Financial Group first reported a position in IBM in Q1 2019 and has held it in 20 quarters since. The position peaked at $2.46M in Q2 2025. 3,466 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • Frisch Financial Group held 3,219 shares of IBM worth $780K as of Q1 2026.
  • Frisch Financial Group sold 126 IBM shares in Q1 2026, an estimated $34.1K.
  • IBM made up 0.16% of Frisch Financial Group's portfolio in Q1 2026, its #74 holding.
  • Frisch Financial Group first reported a position in IBM in Q1 2019 and has held it in 20 quarters since.
  • Frisch Financial Group's IBM position peaked at $2.46M in Q2 2025.
  • 3,466 funds tracked by Wall St. Rank held IBM as of Q1 2026.

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