HBFP
IBM icon

Henderson Brothers Financial Partners’s IBM IBM Stock Holding History

Henderson Brothers Financial Partners’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 		– Sell
-1,037
Closed -$251K – 90
2026
Q1 		$251K Buy
+1,037
New +$281K 0.06% 92

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

Henderson Brothers Financial Partners's IBM Position: Q2 2026 in Review

Henderson Brothers Financial Partners sold out of IBM (IBM) in Q2 2026, closing a stake of 1,037 shares — an estimated $251K sold.

Henderson Brothers Financial Partners first reported a position in IBM in Q1 2026 and held it in 1 quarter. The position peaked at $251K in Q1 2026. 3,610 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Henderson Brothers Financial Partners reported no remaining IBM position as of Q2 2026 after selling out during the quarter.
  • Henderson Brothers Financial Partners sold 1,037 IBM shares in Q2 2026, an estimated $251K.
  • Henderson Brothers Financial Partners first reported a position in IBM in Q1 2026 and held it in 1 quarter.
  • Henderson Brothers Financial Partners's IBM position peaked at $251K in Q1 2026.
  • 3,610 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Henderson Brothers Financial Partners's 13F filing for Q2 2026, filed 13 Aug 2026.