KFG
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Kingdom Financial Group’s IBM IBM Stock Holding History

Kingdom Financial 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 		$632 Sell
2
-25
-93% -$6.3K ﹤0.01% 729
2026
Q1 		$6.6K Buy
+27
New +$7.31K ﹤0.01% 524
2025
Q4 		– Hold
0
– – – 702
2025
Q1 		– Sell
-941
Closed -$207K – 48
2024
Q4 		$207K Sell
941
-70
-7% -$15.6K 0.14% 49
2024
Q3 		$223K Buy
+1,011
New +$198K 0.17% 47
2024
Q2 		– Sell
-1,198
Closed -$229K – 57
2024
Q1 		$229K Sell
1,198
-80
-6% -$14.6K 0.16% 56
2023
Q4 		$209K Buy
+1,278
New +$193K 0.18% 73

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

Kingdom Financial Group's IBM Position: Q2 2026 in Review

Kingdom Financial Group reduced its IBM (IBM) stake by 93% in Q2 2026, selling an estimated $6.3K and leaving 2 shares worth $632. The position accounts for ﹤0.01% of the portfolio, ranked #729.

Kingdom Financial Group first reported a position in IBM in Q4 2023 and has held it in 6 quarters since. The position peaked at $229K in Q1 2024. 3,618 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Kingdom Financial Group held 2 shares of IBM worth $632 as of Q2 2026.
  • Kingdom Financial Group sold 25 IBM shares in Q2 2026, an estimated $6.3K.
  • IBM made up ﹤0.01% of Kingdom Financial Group's portfolio in Q2 2026, its #729 holding.
  • Kingdom Financial Group first reported a position in IBM in Q4 2023 and has held it in 6 quarters since.
  • Kingdom Financial Group's IBM position peaked at $229K in Q1 2024.
  • 3,618 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Kingdom Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.