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Hantz Financial Services’s IBM IBM Stock Holding History

Hantz Financial Services’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 		$6.13M Sell
25,282
-184
-0.7% -$49.8K 0.09% 150
2025
Q4 		$7.54M Buy
25,466
+699
+3% +$209K 0.11% 134
2025
Q3 		$6.99M Sell
24,767
-430
-2% -$113K 0.11% 174
2025
Q2 		$7.43M Sell
25,197
-49
-0.2% -$12.6K 0.12% 165
2025
Q1 		$6.28M Sell
25,246
-596
-2% -$146K 0.11% 184
2024
Q4 		$5.68M Buy
25,842
+220
+0.9% +$49K 0.1% 200
2024
Q3 		$5.67M Sell
25,622
-542
-2% -$106K 0.1% 199
2024
Q2 		$4.53M Sell
26,164
-108
-0.4% -$18.8K 0.09% 224
2024
Q1 		$5.02M Sell
26,272
-2,132
-8% -$389K 0.1% 218
2023
Q4 		$4.64M Sell
28,404
-1,910
-6% -$289K 0.1% 225
2023
Q3 		$4.25M Buy
30,314
+367
+1% +$52.2K 0.11% 215
2023
Q2 		$4.01M Buy
29,947
+185
+0.6% +$23.9K 0.1% 221
2023
Q1 		$3.9M Buy
29,762
+695
+2% +$93K 0.11% 214
2022
Q4 		$4.09M Buy
29,067
+845
+3% +$117K 0.12% 201
2022
Q3 		$3.35M Buy
28,222
+546
+2% +$71.7K 0.12% 208
2022
Q2 		$3.91M Buy
27,676
+23,569
+574% +$3.18M 0.13% 191
2022
Q1 		$534K Buy
4,107
+1,605
+64% +$209K 0.02% 445
2021
Q4 		$334K Sell
2,502
-1,024
-29% -$128K 0.01% 467
2021
Q3 		$468K Sell
3,526
-137
-4% -$18.3K 0.02% 422
2021
Q2 		$513K Buy
3,663
+312
+9% +$42.7K 0.02% 388
2021
Q1 		$427K Sell
3,351
-9,627
-74% -$1.15M 0.02% 387
2020
Q4 		$1.56M Sell
12,978
-60
-0.5% -$6.93K 0.07% 237
2020
Q3 		$1.52M Sell
13,038
-270
-2% -$31.8K 0.08% 224
2020
Q2 		$1.54M Buy
13,308
+235
+2% +$27.3K 0.09% 220
2020
Q1 		$1.39M Buy
+13,073
New +$1.65M 0.1% 210

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

Hantz Financial Services's IBM Position: Q1 2026 in Review

Hantz Financial Services reduced its IBM (IBM) stake by 0.72% in Q1 2026, selling an estimated $49.8K and leaving 25,282 shares worth $6.13M. The position accounts for 0.09% of the portfolio, ranked #150.

Hantz Financial Services first reported a position in IBM in Q1 2020 and has held it in 25 quarters since. The position peaked at $7.54M in Q4 2025. 3,462 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • Hantz Financial Services held 25,282 shares of IBM worth $6.13M as of Q1 2026.
  • Hantz Financial Services sold 184 IBM shares in Q1 2026, an estimated $49.8K.
  • IBM made up 0.09% of Hantz Financial Services's portfolio in Q1 2026, its #150 holding.
  • Hantz Financial Services first reported a position in IBM in Q1 2020 and has held it in 25 quarters since.
  • Hantz Financial Services's IBM position peaked at $7.54M in Q4 2025.
  • 3,462 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Hantz Financial Services's 13F filing for Q1 2026, filed 1 May 2026.