Howard Financial Services
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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
Q3 		$1.12M Buy
5,110
+56
+1% +$13.3K 0.12% 82
2026
Q2 		$1.42M Buy
5,054
+260
+5% +$65.5K 0.15% 59
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% -$5.66K 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

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Howard Financial Services's IBM Position: Q3 2026 in Review

Howard Financial Services increased its IBM (IBM) stake by 1.1% in Q3 2026, buying an estimated $13.3K and bringing the position to 5,110 shares worth $1.12M. The position accounts for 0.12% of the portfolio, ranked #82.

Howard Financial Services first reported a position in IBM in Q4 2018 and has held it in 20 quarters since. The position peaked at $1.49M in Q2 2025. 3,037 funds tracked by Wall St. Rank hold IBM as of Q3 2026.

  • Howard Financial Services held 5,110 shares of IBM worth $1.12M as of Q3 2026.
  • Howard Financial Services bought 56 IBM shares in Q3 2026, an estimated $13.3K.
  • IBM made up 0.12% of Howard Financial Services's portfolio in Q3 2026, its #82 holding.
  • Howard Financial Services first reported a position in IBM in Q4 2018 and has held it in 20 quarters since.
  • Howard Financial Services's IBM position peaked at $1.49M in Q2 2025.
  • 3,037 funds tracked by Wall St. Rank held IBM as of Q3 2026.

Based on Howard Financial Services's 13F filing for Q3 2026, filed 15 Oct 2026.