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IFS Advisors’s IBM IBM Stock Holding History

IFS 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
Q2 		$62.4K Buy
222
+25
+13% +$6.3K 0.03% 52
2026
Q1 		$47.8K Hold
197
– – 0.02% 56
2025
Q4 		$58.4K Hold
197
– – 0.03% 43
2025
Q3 		$55.6K Hold
197
– – 0.03% 43
2025
Q2 		$58.1K Hold
197
– – 0.04% 37
2025
Q1 		$49K Hold
197
– – 0.04% 50
2024
Q4 		$43.3K Hold
197
– – 0.03% 46
2024
Q3 		$43.6K Hold
197
– – 0.03% 33
2024
Q2 		$34.1K Hold
197
– – 0.03% 34
2024
Q1 		$37.6K Hold
197
– – 0.03% 33
2023
Q4 		$32.2K Hold
197
– – 0.04% 32
2023
Q3 		$27.6K Sell
197
-48
-20% -$6.83K 0.05% 31
2023
Q2 		$32.8K Buy
245
+48
+24% +$6.2K 0.08% 27
2023
Q1 		$25.8K Sell
197
-17
-8% -$2.27K 0.11% 27
2022
Q4 		$30.2K Hold
214
– – 0.05% 30
2022
Q3 		$25K Hold
214
– – 0.05% 30
2022
Q2 		$30K Buy
214
+1
+0.5% +$135 0.08% 26
2022
Q1 		$27K Hold
213
– – 0.03% 33
2021
Q4 		$28K Buy
+213
New +$26.7K 0.02% 42
2021
Q1 		– Sell
-614
Closed -$74K – 74
2020
Q4 		$74K Buy
+614
New +$71K 0.06% 32

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 $3.37T AUM 44.26% 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

IFS Advisors's IBM Position: Q2 2026 in Review

IFS Advisors increased its IBM (IBM) stake by 13% in Q2 2026, buying an estimated $6.3K and bringing the position to 222 shares worth $62.4K. The position accounts for 0.03% of the portfolio, ranked #52.

IFS Advisors first reported a position in IBM in Q4 2020 and has held it in 20 quarters since. The position peaked at $74K in Q4 2020. 3,629 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • IFS Advisors held 222 shares of IBM worth $62.4K as of Q2 2026.
  • IFS Advisors bought 25 IBM shares in Q2 2026, an estimated $6.3K.
  • IBM made up 0.03% of IFS Advisors's portfolio in Q2 2026, its #52 holding.
  • IFS Advisors first reported a position in IBM in Q4 2020 and has held it in 20 quarters since.
  • IFS Advisors's IBM position peaked at $74K in Q4 2020.
  • 3,629 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on IFS Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.