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 Q2	$1.05M	Hold	3,748	–	–	0.49%	57
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Keynote Financial Services's IBM Position: Q2 2026 in Review

Keynote Financial Services held its IBM (IBM) position steady in Q2 2026 at 3,748 shares worth $1.05M. The position accounts for 0.49% of the portfolio, ranked #57.

Keynote Financial Services first reported a position in IBM in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.12M in Q4 2025. 3,629 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

Keynote Financial Services held 3,748 shares of IBM worth $1.05M as of Q2 2026.
Keynote Financial Services left its IBM share count unchanged in Q2 2026.
IBM made up 0.49% of Keynote Financial Services's portfolio in Q2 2026, its #57 holding.
Keynote Financial Services first reported a position in IBM in Q1 2024 and has held it in 10 quarters since.
Keynote Financial Services's IBM position peaked at $1.12M in Q4 2025.
3,629 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Keynote Financial Services's 13F filing for Q2 2026, filed 3 Aug 2026.