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
Q2 		$6.95M Buy
24,715
+1,319
+6% +$332K 0.95% 47
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 $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

KKM Financial's IBM Position: Q2 2026 in Review

KKM Financial increased its IBM (IBM) stake by 5.6% in Q2 2026, buying an estimated $332K and bringing the position to 24,715 shares worth $6.95M. The position accounts for 0.95% of the portfolio, ranked #47.

KKM Financial first reported a position in IBM in Q4 2023 and has held it in 11 quarters since. 3,629 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • KKM Financial held 24,715 shares of IBM worth $6.95M as of Q2 2026.
  • KKM Financial bought 1,319 IBM shares in Q2 2026, an estimated $332K.
  • IBM made up 0.95% of KKM Financial's portfolio in Q2 2026, its #47 holding.
  • KKM Financial first reported a position in IBM in Q4 2023 and has held it in 11 quarters since.
  • 3,629 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on KKM Financial's 13F filing for Q2 2026, filed 14 Aug 2026.