KF
IBM icon

KKM Financial’s IBM IBM Stock Holding History

KKM Financial’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 		$6.93M Hold
23,396
– – 1.23% 23
2025
Q4 		$6.93M Buy
23,396
+3,413
+17% +$1.02M 1.23% 23
2025
Q3 		$5.64M Buy
19,983
+3,048
+18% +$798K 1.77% 13
2025
Q2 		$4.99M Buy
16,935
+4,121
+32% +$1.06M 1.74% 12
2025
Q1 		$3.19M Sell
12,814
-1,845
-13% -$451K 1.35% 21
2024
Q4 		$3.22M Buy
14,659
+686
+5% +$153K 1.34% 21
2024
Q3 		$3.09M Buy
13,973
+863
+7% +$169K 1.53% 18
2024
Q2 		$2.26M Buy
13,110
+265
+2% +$46K 1.07% 35
2024
Q1 		$2.45M Buy
12,845
+711
+6% +$130K 1.2% 29
2023
Q4 		$1.98M Buy
+12,134
New +$1.83M 1.25% 29

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

KKM Financial's IBM Position: Q1 2026 in Review

KKM Financial held its IBM (IBM) position steady in Q1 2026 at 23,396 shares worth $6.93M. The position accounts for 1.23% of the portfolio, ranked #23.

KKM Financial first reported a position in IBM in Q4 2023 and has held it in 10 quarters since. 3,462 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • KKM Financial held 23,396 shares of IBM worth $6.93M as of Q1 2026.
  • KKM Financial left its IBM share count unchanged in Q1 2026.
  • IBM made up 1.23% of KKM Financial's portfolio in Q1 2026, its #23 holding.
  • KKM Financial first reported a position in IBM in Q4 2023 and has held it in 10 quarters since.
  • 3,462 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on KKM Financial's 13F filing for Q1 2026, filed 15 May 2026.