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Houlihan Financial Resource Group’s IBM IBM Stock Holding History

Houlihan Financial Resource Group’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 		$825K Buy
3,402
+3
+0.1% +$812 0.32% 60
2025
Q4 		$1.02M Buy
3,399
+2,122
+166% +$636K 0.39% 53
2025
Q3 		$360K Sell
1,277
-2,152
-63% -$563K 0.32% 60
2025
Q2 		$958K Sell
3,429
-60
-2% -$15.5K 0.4% 50
2025
Q1 		$868K Sell
3,489
-97
-3% -$23.7K 0.39% 48
2024
Q4 		$788K Buy
3,586
+3
+0.1% +$668 0.34% 50
2024
Q3 		$792K Buy
+3,583
New +$703K 0.33% 53
2024
Q2 		– Sell
-3,576
Closed -$683K – 72
2024
Q1 		$683K Buy
3,576
+3
+0.1% +$547 0.31% 57
2023
Q4 		$584K Buy
3,573
+66
+2% +$9.97K 0.28% 58
2023
Q3 		$497K Buy
+3,507
New +$499K 0.27% 61
2023
Q2 		– Sell
-3,581
Closed -$469K – 150
2023
Q1 		$469K Buy
3,581
+4
+0.1% +$535 0.26% 65
2022
Q4 		$497K Sell
3,577
-63
-2% -$8.69K 0.29% 60
2022
Q3 		$467K Buy
+3,640
New +$478K 0.28% 58
2020
Q3 		$444K Buy
+3,962
New +$466K 0.26% 61
2020
Q1 		$437K Buy
4,120
+4
+0.1% +$506 0.38% 55
2019
Q4 		$527K Buy
+4,116
New +$535K 0.34% 60

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

Houlihan Financial Resource Group's IBM Position: Q1 2026 in Review

Houlihan Financial Resource Group increased its IBM (IBM) stake by 0.09% in Q1 2026, buying an estimated $812 and bringing the position to 3,402 shares worth $825K. The position accounts for 0.32% of the portfolio, ranked #60.

Houlihan Financial Resource Group first reported a position in IBM in Q4 2019 and has held it in 16 quarters since. The position peaked at $1.02M in Q4 2025. 3,466 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • Houlihan Financial Resource Group held 3,402 shares of IBM worth $825K as of Q1 2026.
  • Houlihan Financial Resource Group bought 3 IBM shares in Q1 2026, an estimated $812.
  • IBM made up 0.32% of Houlihan Financial Resource Group's portfolio in Q1 2026, its #60 holding.
  • Houlihan Financial Resource Group first reported a position in IBM in Q4 2019 and has held it in 16 quarters since.
  • Houlihan Financial Resource Group's IBM position peaked at $1.02M in Q4 2025.
  • 3,466 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Houlihan Financial Resource Group's 13F filing for Q1 2026, filed 29 Apr 2026.