IF
IBM icon

Integrity Financial’s IBM IBM Stock Holding History

Integrity Financial’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 		$203K Sell
721
-1,876
-72% -$473K 0.1% 146
2026
Q1 		$629K Hold
2,597
– – 0.31% 70
2025
Q4 		$769K Buy
2,597
+36
+1% +$10.8K 0.39% 57
2025
Q3 		$723K Buy
2,561
+10
+0.4% +$2.62K 0.34% 66
2025
Q2 		$752K Hold
2,551
– – 0.38% 60
2025
Q1 		$634K Buy
2,551
+26
+1% +$6.36K 0.36% 62
2024
Q4 		$555K Buy
2,525
+349
+16% +$77.7K 0.32% 68
2024
Q3 		$481K Buy
2,176
+600
+38% +$118K 0.28% 71
2024
Q2 		$273K Hold
1,576
– – 0.17% 94
2024
Q1 		$301K Sell
1,576
-55
-3% -$10K 0.21% 88
2023
Q4 		$267K Sell
1,631
-20
-1% -$3.02K 0.19% 87
2023
Q3 		$232K Hold
1,651
– – 0.18% 93
2023
Q2 		$221K Hold
1,651
– – 0.16% 92
2023
Q1 		$216K Buy
1,651
+75
+5% +$10K 0.18% 94
2022
Q4 		$222K Buy
+1,576
New +$217K 0.21% 86
2022
Q3 		– Sell
-1,582
Closed -$223K – 212
2022
Q2 		$223K Hold
1,582
– – 0.21% 79
2022
Q1 		$206K Hold
1,582
– – 0.17% 86
2021
Q4 		$211K Buy
+1,582
New +$198K 0.16% 99

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

Integrity Financial's IBM Position: Q2 2026 in Review

Integrity Financial reduced its IBM (IBM) stake by 72% in Q2 2026, selling an estimated $473K and leaving 721 shares worth $203K. The position accounts for 0.1% of the portfolio, ranked #146.

Integrity Financial first reported a position in IBM in Q4 2021 and has held it in 18 quarters since. The position peaked at $769K in Q4 2025. 3,633 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Integrity Financial held 721 shares of IBM worth $203K as of Q2 2026.
  • Integrity Financial sold 1,876 IBM shares in Q2 2026, an estimated $473K.
  • IBM made up 0.1% of Integrity Financial's portfolio in Q2 2026, its #146 holding.
  • Integrity Financial first reported a position in IBM in Q4 2021 and has held it in 18 quarters since.
  • Integrity Financial's IBM position peaked at $769K in Q4 2025.
  • 3,633 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Integrity Financial's 13F filing for Q2 2026, filed 31 Jul 2026.