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KFA Private Wealth Group’s IBM IBM Stock Holding History

KFA Private Wealth Group’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 		$696K Sell
2,473
-1,393
-36% -$351K 0.17% 62
2026
Q1 		$937K Buy
3,866
+101
+3% +$27.3K 0.22% 54
2025
Q4 		$1.12M Buy
3,765
+32
+0.9% +$9.58K 0.27% 45
2025
Q3 		$1.05M Sell
3,733
-98
-3% -$25.7K 0.3% 45
2025
Q2 		$1.13M Buy
3,831
+7
+0.2% +$1.8K 0.35% 40
2025
Q1 		$951K Buy
3,824
+1,321
+53% +$323K 0.33% 38
2024
Q4 		$550K Buy
2,503
+486
+24% +$108K 0.23% 41
2024
Q3 		$446K Sell
2,017
-24
-1% -$4.71K 0.21% 45
2024
Q2 		$353K Buy
2,041
+303
+17% +$52.6K 0.18% 57
2024
Q1 		$332K Sell
1,738
-3
-0.2% -$547 0.1% 80
2023
Q4 		$285K Buy
+1,741
New +$263K 0.1% 72

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

KFA Private Wealth Group's IBM Position: Q2 2026 in Review

KFA Private Wealth Group reduced its IBM (IBM) stake by 36% in Q2 2026, selling an estimated $351K and leaving 2,473 shares worth $696K. The position accounts for 0.17% of the portfolio, ranked #62.

KFA Private Wealth Group first reported a position in IBM in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.13M in Q2 2025. 3,629 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • KFA Private Wealth Group held 2,473 shares of IBM worth $696K as of Q2 2026.
  • KFA Private Wealth Group sold 1,393 IBM shares in Q2 2026, an estimated $351K.
  • IBM made up 0.17% of KFA Private Wealth Group's portfolio in Q2 2026, its #62 holding.
  • KFA Private Wealth Group first reported a position in IBM in Q4 2023 and has held it in 11 quarters since.
  • KFA Private Wealth Group's IBM position peaked at $1.13M in Q2 2025.
  • 3,629 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on KFA Private Wealth Group's 13F filing for Q2 2026, filed 28 Jul 2026.