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Key Financial Inc’s IBM IBM Stock Holding History

Key Financial Inc’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 		$867K Sell
3,084
-76
-2% -$19.1K 0.14% 129
2026
Q1 		$766K Buy
3,160
+72
+2% +$19.5K 0.14% 142
2025
Q4 		$915K Hold
3,088
– – 0.17% 108
2025
Q3 		$885K Buy
3,088
+1,205
+64% +$315K 0.16% 113
2025
Q2 		$555K Sell
1,883
-129
-6% -$33.2K 0.11% 156
2025
Q1 		$500K Buy
2,012
+5
+0.2% +$1.22K 0.11% 158
2024
Q4 		$441K Sell
2,007
-35
-2% -$7.79K 0.1% 161
2024
Q3 		$451K Sell
2,042
-45
-2% -$8.82K 0.1% 164
2024
Q2 		$361K Hold
2,087
– – 0.09% 173
2024
Q1 		$399K Hold
2,087
– – 0.1% 160
2023
Q4 		$341K Sell
2,087
-5
-0.2% -$756 0.09% 163
2023
Q3 		$294K Hold
2,092
– – 0.1% 164
2023
Q2 		$280K Hold
2,092
– – 0.09% 172
2023
Q1 		$274K Buy
2,092
+66
+3% +$8.83K 0.1% 164
2022
Q4 		$241K Hold
2,026
– – 0.11% 143
2022
Q3 		$241K Buy
2,026
+34
+2% +$4.46K 0.11% 145
2022
Q2 		$281K Buy
1,992
+120
+6% +$16.2K 0.15% 117
2022
Q1 		$243K Hold
1,872
– – 0.12% 136
2021
Q4 		$250K Sell
1,872
-86
-4% -$10.8K 0.13% 131
2021
Q3 		$260K Hold
1,958
– – 0.15% 123
2021
Q2 		$264K Sell
1,958
-66
-3% -$9.03K 0.15% 126
2021
Q1 		$258K Buy
2,024
+101
+5% +$12.1K 0.17% 119
2020
Q4 		$231K Sell
1,923
-279
-13% -$32.2K 0.17% 111
2020
Q3 		$256K Buy
2,202
+160
+8% +$18.8K 0.26% 90
2020
Q2 		$234K Sell
2,042
-142
-7% -$16.5K 0.27% 88
2020
Q1 		$235K Sell
2,184
-203
-9% -$25.7K 0.24% 82
2019
Q4 		$306K Buy
+2,387
New +$310K 0.29% 81

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 Financial Inc's IBM Position: Q2 2026 in Review

Key Financial Inc reduced its IBM (IBM) stake by 2.4% in Q2 2026, selling an estimated $19.1K and leaving 3,084 shares worth $867K. The position accounts for 0.14% of the portfolio, ranked #129.

Key Financial Inc first reported a position in IBM in Q4 2019 and has held it in 27 quarters since. The position peaked at $915K in Q4 2025. 3,629 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Key Financial Inc held 3,084 shares of IBM worth $867K as of Q2 2026.
  • Key Financial Inc sold 76 IBM shares in Q2 2026, an estimated $19.1K.
  • IBM made up 0.14% of Key Financial Inc's portfolio in Q2 2026, its #129 holding.
  • Key Financial Inc first reported a position in IBM in Q4 2019 and has held it in 27 quarters since.
  • Key Financial Inc's IBM position peaked at $915K in Q4 2025.
  • 3,629 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Key Financial Inc's 13F filing for Q2 2026, filed 24 Jul 2026.