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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
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 $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

HFM Investment Advisors's IBM Position: Q1 2026 in Review

HFM Investment Advisors reduced its IBM (IBM) stake by 0.83% in Q1 2026, selling an estimated $3.79K and leaving 1,670 shares worth $405K. The position accounts for 0.16% of the portfolio, ranked #19.

HFM Investment Advisors first reported a position in IBM in Q1 2025 and has held it in 5 quarters since. The position peaked at $499K in Q4 2025. 3,462 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • HFM Investment Advisors held 1,670 shares of IBM worth $405K as of Q1 2026.
  • HFM Investment Advisors sold 14 IBM shares in Q1 2026, an estimated $3.79K.
  • IBM made up 0.16% of HFM Investment Advisors's portfolio in Q1 2026, its #19 holding.
  • HFM Investment Advisors first reported a position in IBM in Q1 2025 and has held it in 5 quarters since.
  • HFM Investment Advisors's IBM position peaked at $499K in Q4 2025.
  • 3,462 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on HFM Investment Advisors's 13F filing for Q1 2026, filed 1 May 2026.