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Key Client Fiduciary Advisors’s IBM IBM Stock Holding History

Key Client Fiduciary 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 		$2.45M Buy
8,707
+139
+2% +$35K 0.71% 29
2026
Q1 		$2.08M Buy
8,568
+205
+2% +$55.5K 0.71% 30
2025
Q4 		$2.48M Sell
8,363
-1,448
-15% -$434K 0.84% 26
2025
Q3 		$2.77M Sell
9,811
-76
-0.8% -$19.9K 0.92% 23
2025
Q2 		$2.91M Sell
9,887
-16
-0.2% -$4.12K 1.18% 16
2025
Q1 		$2.46M Buy
9,903
+38
+0.4% +$9.29K 1.12% 19
2024
Q4 		$2.17M Buy
9,865
+7
+0.1% +$1.56K 0.96% 21
2024
Q3 		$2.18M Buy
9,858
+122
+1% +$23.9K 0.98% 21
2024
Q2 		$1.68M Sell
9,736
-762
-7% -$132K 0.84% 24
2024
Q1 		$2M Buy
10,498
+269
+3% +$49.1K 1.06% 21
2023
Q4 		$1.67M Sell
10,229
-2,109
-17% -$319K 0.97% 21
2023
Q3 		$1.73M Buy
12,338
+27
+0.2% +$3.84K 1.06% 22
2023
Q2 		$1.65M Buy
12,311
+24
+0.2% +$3.1K 0.96% 26
2023
Q1 		$1.61M Buy
12,287
+436
+4% +$58.3K 1.01% 25
2022
Q4 		$1.67M Buy
11,851
+10,161
+601% +$1.4M 1.13% 23
2022
Q3 		$201K Sell
1,690
-153
-8% -$20.1K 0.18% 101
2022
Q2 		$260K Hold
1,843
– – 0.25% 92
2022
Q1 		$240K Sell
1,843
-193
-9% -$25.2K 0.19% 108
2021
Q4 		$272K Buy
+2,036
New +$255K 0.22% 101

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

Key Client Fiduciary Advisors's IBM Position: Q2 2026 in Review

Key Client Fiduciary Advisors increased its IBM (IBM) stake by 1.6% in Q2 2026, buying an estimated $35K and bringing the position to 8,707 shares worth $2.45M. The position accounts for 0.71% of the portfolio, ranked #29.

Key Client Fiduciary Advisors first reported a position in IBM in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.91M in Q2 2025. 3,629 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Key Client Fiduciary Advisors held 8,707 shares of IBM worth $2.45M as of Q2 2026.
  • Key Client Fiduciary Advisors bought 139 IBM shares in Q2 2026, an estimated $35K.
  • IBM made up 0.71% of Key Client Fiduciary Advisors's portfolio in Q2 2026, its #29 holding.
  • Key Client Fiduciary Advisors first reported a position in IBM in Q4 2021 and has held it in 19 quarters since.
  • Key Client Fiduciary Advisors's IBM position peaked at $2.91M in Q2 2025.
  • 3,629 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Key Client Fiduciary Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.