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Global Financial Private Client’s IBM IBM Stock Holding History

Global Financial Private Client’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 		$3M Buy
10,677
+162
+2% +$40.8K 0.81% 30
2026
Q1 		$2.55M Buy
10,515
+400
+4% +$108K 0.83% 30
2025
Q4 		$3M Sell
10,115
-304
-3% -$91K 1.05% 22
2025
Q3 		$2.94M Sell
10,419
-129
-1% -$33.8K 1.05% 18
2025
Q2 		$3.11M Buy
10,548
+41
+0.4% +$10.6K 1.17% 15
2025
Q1 		$2.61M Sell
10,507
-109
-1% -$26.7K 1% 17
2024
Q4 		$2.33M Buy
10,616
+2,086
+24% +$465K 0.88% 17
2024
Q3 		$1.89M Buy
8,530
+1,651
+24% +$324K 0.74% 28
2024
Q2 		$1.19M Sell
6,879
-18
-0.3% -$3.13K 0.5% 58
2024
Q1 		$1.31M Buy
6,897
+1,727
+33% +$315K 0.56% 49
2023
Q4 		$846K Buy
5,170
+3,617
+233% +$547K 0.4% 72
2023
Q3 		$219K Hold
1,553
– – 0.11% 161
2023
Q2 		$208K Sell
1,553
-67
-4% -$8.65K 0.1% 168
2023
Q1 		$214K Buy
1,620
+67
+4% +$8.96K 0.11% 151
2022
Q4 		$219K Hold
1,553
– – 0.12% 135
2022
Q3 		$189K Sell
1,553
-3
-0.2% -$394 0.11% 147
2022
Q2 		$220K Buy
1,556
+43
+3% +$5.8K 0.12% 130
2022
Q1 		$197K Hold
1,513
– – 0.1% 144
2021
Q4 		$202K Sell
1,513
-74
-5% -$9.28K 0.1% 140
2021
Q3 		$217K Hold
1,587
– – 0.11% 137
2021
Q2 		$223K Sell
1,587
-523
-25% -$71.5K 0.12% 129
2021
Q1 		$269K Buy
2,110
+433
+26% +$51.8K 0.19% 96
2020
Q4 		$202K Buy
1,677
+1
+0.1% +$116 0.16% 102
2020
Q3 		$194K Sell
1,676
-173
-9% -$20.4K 0.17% 98
2020
Q2 		$210K Sell
1,849
-431
-19% -$50.1K 0.18% 101
2020
Q1 		$229K Buy
2,280
+1
+0% +$126 0.24% 91
2019
Q4 		$292K Buy
+2,279
New +$296K 0.24% 93

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

Global Financial Private Client's IBM Position: Q2 2026 in Review

Global Financial Private Client increased its IBM (IBM) stake by 1.5% in Q2 2026, buying an estimated $40.8K and bringing the position to 10,677 shares worth $3M. The position accounts for 0.81% of the portfolio, ranked #30.

Global Financial Private Client first reported a position in IBM in Q4 2019 and has held it in 27 quarters since. The position peaked at $3.11M in Q2 2025. 3,625 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Global Financial Private Client held 10,677 shares of IBM worth $3M as of Q2 2026.
  • Global Financial Private Client bought 162 IBM shares in Q2 2026, an estimated $40.8K.
  • IBM made up 0.81% of Global Financial Private Client's portfolio in Q2 2026, its #30 holding.
  • Global Financial Private Client first reported a position in IBM in Q4 2019 and has held it in 27 quarters since.
  • Global Financial Private Client's IBM position peaked at $3.11M in Q2 2025.
  • 3,625 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Global Financial Private Client's 13F filing for Q2 2026, filed 20 Jul 2026.