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Howard Financial Services’s IBM IBM Stock Holding History

Howard Financial Services’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 		$1.42M Buy
5,054
+260
+5% +$65.5K 0.14% 68
2026
Q1 		$1.16M Buy
4,794
+204
+4% +$55.2K 0.13% 68
2025
Q4 		$1.36M Buy
4,590
+173
+4% +$51.8K 0.16% 58
2025
Q3 		$1.25M Sell
4,417
-632
-13% -$165K 0.15% 57
2025
Q2 		$1.49M Buy
5,049
+596
+13% +$154K 0.2% 50
2025
Q1 		$1.11M Sell
4,453
-195
-4% -$47.7K 0.15% 62
2024
Q4 		$1.02M Buy
4,648
+64
+1% +$14.3K 0.14% 66
2024
Q3 		$1.01M Buy
4,584
+1,620
+55% +$318K 0.15% 60
2024
Q2 		$513K Buy
2,964
+14
+0.5% +$2.43K 0.08% 85
2024
Q1 		$563K Sell
2,950
-8
-0.3% -$1.46K 0.1% 77
2023
Q4 		$484K Buy
2,958
+815
+38% +$123K 0.09% 83
2023
Q3 		$301K Buy
2,143
+108
+5% +$15.4K 0.07% 113
2023
Q2 		$272K Buy
2,035
+312
+18% +$40.3K 0.07% 114
2023
Q1 		$226K Buy
+1,723
New +$231K 0.06% 122
2020
Q1 		– Sell
-3,023
Closed -$387K – 117
2019
Q4 		$387K Hold
3,023
– – 0.24% 61
2019
Q3 		$420K Sell
3,023
-42
-1% -$5.67K 0.28% 56
2019
Q2 		$404K Hold
3,065
– – 0.28% 56
2019
Q1 		$413K Sell
3,065
-732
-19% -$93.3K 0.29% 54
2018
Q4 		$413K Buy
+3,797
New +$456K 0.32% 54

Other funds holding IBM

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
BHIA
Birch Hill Investment Advisors Boston, Massachusetts $2.47B AUM 20.95% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Howard Financial Services's IBM Position: Q2 2026 in Review

Howard Financial Services increased its IBM (IBM) stake by 5.4% in Q2 2026, buying an estimated $65.5K and bringing the position to 5,054 shares worth $1.42M. The position accounts for 0.14% of the portfolio, ranked #68.

Howard Financial Services first reported a position in IBM in Q4 2018 and has held it in 19 quarters since. The position peaked at $1.49M in Q2 2025. 1,000 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Howard Financial Services held 5,054 shares of IBM worth $1.42M as of Q2 2026.
  • Howard Financial Services bought 260 IBM shares in Q2 2026, an estimated $65.5K.
  • IBM made up 0.14% of Howard Financial Services's portfolio in Q2 2026, its #68 holding.
  • Howard Financial Services first reported a position in IBM in Q4 2018 and has held it in 19 quarters since.
  • Howard Financial Services's IBM position peaked at $1.49M in Q2 2025.
  • 1,000 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Howard Financial Services's 13F filing for Q2 2026, filed 7 Jul 2026.