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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
Q2 		$930K Sell
3,305
-97
-3% -$24.4K 0.33% 57
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 $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 $3.38T AUM 44.17% 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

Houlihan Financial Resource Group's IBM Position: Q2 2026 in Review

Houlihan Financial Resource Group reduced its IBM (IBM) stake by 2.9% in Q2 2026, selling an estimated $24.4K and leaving 3,305 shares worth $930K. The position accounts for 0.33% of the portfolio, ranked #57.

Houlihan Financial Resource Group first reported a position in IBM in Q4 2019 and has held it in 17 quarters since. The position peaked at $1.02M in Q4 2025. 3,643 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Houlihan Financial Resource Group held 3,305 shares of IBM worth $930K as of Q2 2026.
  • Houlihan Financial Resource Group sold 97 IBM shares in Q2 2026, an estimated $24.4K.
  • IBM made up 0.33% of Houlihan Financial Resource Group's portfolio in Q2 2026, its #57 holding.
  • Houlihan Financial Resource Group first reported a position in IBM in Q4 2019 and has held it in 17 quarters since.
  • Houlihan Financial Resource Group's IBM position peaked at $1.02M in Q4 2025.
  • 3,643 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Houlihan Financial Resource Group's 13F filing for Q2 2026, filed 10 Aug 2026.