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Leeward Financial Partners’s IBM IBM Stock Holding History

Leeward Financial Partners’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 		$226K Buy
+803
New +$202K 0.06% 105
2026
Q1 		– Sell
-803
Closed -$238K – 99
2025
Q4 		$238K Hold
803
– – 0.07% 93
2025
Q3 		$227K Sell
803
-28
-3% -$7.33K 0.06% 97
2025
Q2 		$245K Buy
+831
New +$214K 0.08% 94

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

Leeward Financial Partners's IBM Position: Q2 2026 in Review

Leeward Financial Partners opened a new position in IBM (IBM) in Q2 2026: 803 shares worth $226K. The stake represents 0.06% of the portfolio and ranks #105 among its holdings. This is a return to the name: Leeward Financial Partners previously reported a position in IBM as recently as Q4 2025.

Leeward Financial Partners first reported a position in IBM in Q2 2025 and has held it in 4 quarters since. The position peaked at $245K in Q2 2025. 3,611 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Leeward Financial Partners held 803 shares of IBM worth $226K as of Q2 2026.
  • IBM was a new Leeward Financial Partners position in Q2 2026.
  • IBM made up 0.06% of Leeward Financial Partners's portfolio in Q2 2026, its #105 holding.
  • Leeward Financial Partners first reported a position in IBM in Q2 2025 and has held it in 4 quarters since.
  • Leeward Financial Partners's IBM position peaked at $245K in Q2 2025.
  • 3,611 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Leeward Financial Partners's 13F filing for Q2 2026, filed 6 Aug 2026.