Keynote Financial Services’s IBM IBM Stock Holding History

Keynote Financial Services’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	$908K	Sell	3,748 -28	-0.7%	-$7.58K	0.48%	60
2025 Q4	$1.12M	Sell	3,776 -10	-0.3%	-$3K	0.63%	50
2025 Q3	$1.07M	Hold	3,786	–	–	0.64%	49
2025 Q2	$1.12M	Sell	3,786 -155	-4%	-$39.9K	0.75%	41
2025 Q1	$980K	Buy	3,941 +75	+2%	+$18.3K	0.7%	43
2024 Q4	$850K	Buy	3,866 +25	+0.7%	+$5.57K	0.65%	45
2024 Q3	$849K	Sell	3,841 -20	-0.5%	-$3.92K	0.65%	46
2024 Q2	$668K	Buy	3,861 +37	+1%	+$6.43K	0.56%	54
2024 Q1	$730K	Buy	+3,824	New	+$698K	0.61%	53

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

Keynote Financial Services's IBM Position: Q1 2026 in Review

Keynote Financial Services reduced its IBM (IBM) stake by 0.74% in Q1 2026, selling an estimated $7.58K and leaving 3,748 shares worth $908K. The position accounts for 0.48% of the portfolio, ranked #60.

Keynote Financial Services first reported a position in IBM in Q1 2024 and has held it in 9 quarters since. The position peaked at $1.12M in Q4 2025. 3,462 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

Keynote Financial Services held 3,748 shares of IBM worth $908K as of Q1 2026.
Keynote Financial Services sold 28 IBM shares in Q1 2026, an estimated $7.58K.
IBM made up 0.48% of Keynote Financial Services's portfolio in Q1 2026, its #60 holding.
Keynote Financial Services first reported a position in IBM in Q1 2024 and has held it in 9 quarters since.
Keynote Financial Services's IBM position peaked at $1.12M in Q4 2025.
3,462 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Keynote Financial Services's 13F filing for Q1 2026, filed 13 May 2026.