Napier Financial’s IBM IBM Stock Holding History

Napier 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	$366K	Sell	1,300 -5	-0.4%	-$1.26K	0.08%	87
2026 Q1	$316K	Buy	+1,305	New	+$353K	0.07%	86

Other funds holding IBM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Napier Financial's IBM Position: Q2 2026 in Review

Napier Financial reduced its IBM (IBM) stake by 0.38% in Q2 2026, selling an estimated $1.26K and leaving 1,300 shares worth $366K. The position accounts for 0.08% of the portfolio, ranked #87.

Napier Financial first reported a position in IBM in Q1 2026 and has held it in 2 quarters since. 3,618 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

Napier Financial held 1,300 shares of IBM worth $366K as of Q2 2026.
Napier Financial sold 5 IBM shares in Q2 2026, an estimated $1.26K.
IBM made up 0.08% of Napier Financial's portfolio in Q2 2026, its #87 holding.
Napier Financial first reported a position in IBM in Q1 2026 and has held it in 2 quarters since.
3,618 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Napier Financial's 13F filing for Q2 2026, filed 31 Jul 2026.