KFI
IBM icon

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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Key Financial Inc's IBM Position: Q1 2026 in Review

Key Financial Inc increased its IBM (IBM) stake by 2.3% in Q1 2026, buying an estimated $19.5K and bringing the position to 3,160 shares worth $766K. The position accounts for 0.14% of the portfolio, ranked #142.

Key Financial Inc first reported a position in IBM in Q4 2019 and has held it in 26 quarters since. The position peaked at $915K in Q4 2025. 3,462 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • Key Financial Inc held 3,160 shares of IBM worth $766K as of Q1 2026.
  • Key Financial Inc bought 72 IBM shares in Q1 2026, an estimated $19.5K.
  • IBM made up 0.14% of Key Financial Inc's portfolio in Q1 2026, its #142 holding.
  • Key Financial Inc first reported a position in IBM in Q4 2019 and has held it in 26 quarters since.
  • Key Financial Inc's IBM position peaked at $915K in Q4 2025.
  • 3,462 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Key Financial Inc's 13F filing for Q1 2026, filed 24 Apr 2026.