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Montgomery Financial Services’s IBM IBM Stock Holding History

Montgomery Financial Services’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 		$14.1K Buy
+50
New +$12.6K 0.01% 146

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
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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Montgomery Financial Services's IBM Position: Q2 2026 in Review

Montgomery Financial Services opened a new position in IBM (IBM) in Q2 2026: 50 shares worth $14.1K. The stake represents 0.01% of the portfolio and ranks #146 among its holdings.

3,487 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Montgomery Financial Services held 50 shares of IBM worth $14.1K as of Q2 2026.
  • IBM was a new Montgomery Financial Services position in Q2 2026.
  • IBM made up 0.01% of Montgomery Financial Services's portfolio in Q2 2026, its #146 holding.
  • 3,487 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Montgomery Financial Services's 13F filing for Q2 2026, filed 12 Aug 2026.