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HFM Investment Advisors’s IBM IBM Stock Holding History

HFM Investment 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 		$473K Buy
1,682
+12
+0.7% +$3.02K 0.17% 18
2026
Q1 		$405K Sell
1,670
-14
-0.8% -$3.79K 0.16% 19
2025
Q4 		$499K Buy
1,684
+37
+2% +$11.1K 0.19% 18
2025
Q3 		$465K Buy
1,647
+6
+0.4% +$1.57K 0.19% 18
2025
Q2 		$484K Buy
1,641
+24
+1% +$6.18K 0.21% 17
2025
Q1 		$402K Buy
+1,617
New +$396K 0.19% 16

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

HFM Investment Advisors's IBM Position: Q2 2026 in Review

HFM Investment Advisors increased its IBM (IBM) stake by 0.72% in Q2 2026, buying an estimated $3.02K and bringing the position to 1,682 shares worth $473K. The position accounts for 0.17% of the portfolio, ranked #18.

HFM Investment Advisors first reported a position in IBM in Q1 2025 and has held it in 6 quarters since. The position peaked at $499K in Q4 2025. 3,629 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • HFM Investment Advisors held 1,682 shares of IBM worth $473K as of Q2 2026.
  • HFM Investment Advisors bought 12 IBM shares in Q2 2026, an estimated $3.02K.
  • IBM made up 0.17% of HFM Investment Advisors's portfolio in Q2 2026, its #18 holding.
  • HFM Investment Advisors first reported a position in IBM in Q1 2025 and has held it in 6 quarters since.
  • HFM Investment Advisors's IBM position peaked at $499K in Q4 2025.
  • 3,629 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on HFM Investment Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.