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Gallagher Fiduciary Advisors’s IBM IBM Stock Holding History

Gallagher Fiduciary 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 		$1.22M Sell
4,329
-116
-3% -$29.2K 0.04% 101
2026
Q1 		$1.08M Buy
4,445
+58
+1% +$15.7K 0.04% 70
2025
Q4 		$1.3M Buy
4,387
+172
+4% +$51.5K 0.04% 77
2025
Q3 		$1.19M Buy
4,215
+82
+2% +$21.5K 0.04% 69
2025
Q2 		$1.22M Buy
4,133
+315
+8% +$81.2K 0.05% 65
2025
Q1 		$949K Buy
3,818
+36
+1% +$8.81K 0.03% 90
2024
Q4 		$831K Buy
3,782
+381
+11% +$84.9K 0.16% 73
2024
Q3 		$752K Buy
3,401
+516
+18% +$101K 0.15% 75
2024
Q2 		$499K Buy
2,885
+719
+33% +$125K 0.11% 105
2024
Q1 		$414K Buy
2,166
+470
+28% +$85.7K 0.01% 123
2023
Q4 		$277K Buy
1,696
+1
+0.1% +$151 0.01% 151
2023
Q3 		$238K Buy
+1,695
New +$241K 0.02% 150

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

Gallagher Fiduciary Advisors's IBM Position: Q2 2026 in Review

Gallagher Fiduciary Advisors reduced its IBM (IBM) stake by 2.6% in Q2 2026, selling an estimated $29.2K and leaving 4,329 shares worth $1.22M. The position accounts for 0.04% of the portfolio, ranked #101.

Gallagher Fiduciary Advisors first reported a position in IBM in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.3M in Q4 2025. 3,637 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Gallagher Fiduciary Advisors held 4,329 shares of IBM worth $1.22M as of Q2 2026.
  • Gallagher Fiduciary Advisors sold 116 IBM shares in Q2 2026, an estimated $29.2K.
  • IBM made up 0.04% of Gallagher Fiduciary Advisors's portfolio in Q2 2026, its #101 holding.
  • Gallagher Fiduciary Advisors first reported a position in IBM in Q3 2023 and has held it in 12 quarters since.
  • Gallagher Fiduciary Advisors's IBM position peaked at $1.3M in Q4 2025.
  • 3,637 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Gallagher Fiduciary Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.