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Investor's Fiduciary Advisor Network’s IBM IBM Stock Holding History

Investor's Fiduciary Advisor Network’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 		$232K Sell
827
-900
-52% -$227K 0.08% 195
2026
Q1 		$418K Sell
1,727
-585
-25% -$158K 0.13% 176
2025
Q4 		$684K Buy
2,312
+686
+42% +$205K 0.15% 139
2025
Q3 		$458K Sell
1,626
-16
-1% -$4.19K 0.16% 148
2025
Q2 		$483K Buy
1,642
+588
+56% +$151K 0.18% 135
2025
Q1 		$262K Sell
1,054
-529
-33% -$129K 0.12% 148
2024
Q4 		$348K Buy
+1,583
New +$353K 0.13% 155

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 $3.38T AUM 44.17% 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

Investor's Fiduciary Advisor Network's IBM Position: Q2 2026 in Review

Investor's Fiduciary Advisor Network reduced its IBM (IBM) stake by 52% in Q2 2026, selling an estimated $227K and leaving 827 shares worth $232K. The position accounts for 0.08% of the portfolio, ranked #195.

Investor's Fiduciary Advisor Network first reported a position in IBM in Q4 2024 and has held it in 7 quarters since. The position peaked at $684K in Q4 2025. 3,643 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Investor's Fiduciary Advisor Network held 827 shares of IBM worth $232K as of Q2 2026.
  • Investor's Fiduciary Advisor Network sold 900 IBM shares in Q2 2026, an estimated $227K.
  • IBM made up 0.08% of Investor's Fiduciary Advisor Network's portfolio in Q2 2026, its #195 holding.
  • Investor's Fiduciary Advisor Network first reported a position in IBM in Q4 2024 and has held it in 7 quarters since.
  • Investor's Fiduciary Advisor Network's IBM position peaked at $684K in Q4 2025.
  • 3,643 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Investor's Fiduciary Advisor Network's 13F filing for Q2 2026, filed 13 Aug 2026.