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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Integrity Financial's IBM Position: Q1 2026 in Review

Integrity Financial held its IBM (IBM) position steady in Q1 2026 at 2,597 shares worth $629K. The position accounts for 0.31% of the portfolio, ranked #70.

Integrity Financial first reported a position in IBM in Q4 2021 and has held it in 17 quarters since. The position peaked at $769K in Q4 2025. 3,466 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

Integrity Financial held 2,597 shares of IBM worth $629K as of Q1 2026.
Integrity Financial left its IBM share count unchanged in Q1 2026.
IBM made up 0.31% of Integrity Financial's portfolio in Q1 2026, its #70 holding.
Integrity Financial first reported a position in IBM in Q4 2021 and has held it in 17 quarters since.
Integrity Financial's IBM position peaked at $769K in Q4 2025.
3,466 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Integrity Financial's 13F filing for Q1 2026, filed 14 May 2026.