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Independent Financial Group’s IBM IBM Stock Holding History

Independent Financial 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 		$9.08M Sell
32,302
-21,535
-40% -$5.43M 0.17% 117
2026
Q1 		$13M Sell
53,837
-8,462
-14% -$2.29M 0.29% 58
2025
Q4 		$18.5M Buy
62,299
+14,397
+30% +$4.31M 0.41% 39
2025
Q3 		$13.5M Buy
47,902
+14,169
+42% +$3.71M 0.32% 48
2025
Q2 		$9.94M Buy
33,733
+3,328
+11% +$857K 0.27% 58
2025
Q1 		$7.56M Buy
30,405
+13,415
+79% +$3.28M 0.26% 68
2024
Q4 		$3.74M Buy
16,990
+108
+0.6% +$24.1K 0.12% 156
2024
Q3 		$3.73M Buy
16,882
+372
+2% +$72.9K 0.14% 140
2024
Q2 		$2.86M Sell
16,510
-4,374
-21% -$760K 0.11% 170
2024
Q1 		$3.99M Buy
20,884
+953
+5% +$174K 0.18% 117
2023
Q4 		$3.26M Buy
19,931
+2,139
+12% +$323K 0.17% 130
2023
Q3 		$2.5M Buy
17,792
+6,769
+61% +$963K 0.16% 136
2023
Q2 		$1.47M Sell
11,023
-529
-5% -$68.3K 0.1% 223
2023
Q1 		$1.51M Buy
11,552
+3,856
+50% +$516K 0.12% 192
2022
Q4 		$1.08M Sell
7,696
-540
-7% -$74.5K 0.09% 221
2022
Q3 		$979K Sell
8,236
-293
-3% -$38.5K 0.09% 228
2022
Q2 		$1.2M Sell
8,529
-8,831
-51% -$1.19M 0.13% 183
2022
Q1 		$2.26M Sell
17,360
-1,316
-7% -$172K 0.18% 112
2021
Q4 		$2.5M Buy
18,676
+9,473
+103% +$1.19M 0.21% 105
2021
Q3 		$1.22M Sell
9,203
-3,299
-26% -$441K 0.12% 173
2021
Q2 		$1.75M Buy
12,502
+1,389
+12% +$190K 0.19% 123
2021
Q1 		$1.42M Sell
11,113
-445
-4% -$53.3K 0.18% 137
2020
Q4 		$1.39M Buy
11,558
+3,919
+51% +$453K 0.21% 125
2020
Q3 		$889K Buy
7,639
+407
+6% +$47.9K 0.17% 143
2020
Q2 		$835K Buy
7,232
+2,079
+40% +$241K 0.18% 142
2020
Q1 		$546K Buy
+5,153
New +$652K 0.16% 159

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
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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Independent Financial Group's IBM Position: Q2 2026 in Review

Independent Financial Group reduced its IBM (IBM) stake by 40% in Q2 2026, selling an estimated $5.43M and leaving 32,302 shares worth $9.08M. The position accounts for 0.17% of the portfolio, ranked #117.

Independent Financial Group first reported a position in IBM in Q1 2020 and has held it in 26 quarters since. The position peaked at $18.5M in Q4 2025. 3,487 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Independent Financial Group held 32,302 shares of IBM worth $9.08M as of Q2 2026.
  • Independent Financial Group sold 21,535 IBM shares in Q2 2026, an estimated $5.43M.
  • IBM made up 0.17% of Independent Financial Group's portfolio in Q2 2026, its #117 holding.
  • Independent Financial Group first reported a position in IBM in Q1 2020 and has held it in 26 quarters since.
  • Independent Financial Group's IBM position peaked at $18.5M in Q4 2025.
  • 3,487 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.