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Northern Financial Advisors’s IBM IBM Stock Holding History

Northern Financial Advisors’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 		$2.17M Buy
7,720
+335
+5% +$84.4K 1.44% 20
2026
Q1 		$1.79M Buy
7,385
+3,301
+81% +$893K 1.31% 20
2025
Q4 		$1.21M Sell
4,084
-3,666
-47% -$1.1M 1.38% 18
2025
Q3 		$2.19M Buy
7,750
+689
+10% +$180K 1.15% 22
2025
Q2 		$2.08M Buy
7,061
+7
+0.1% +$1.8K 1.56% 18
2025
Q1 		$1.75M Buy
7,054
+83
+1% +$20.3K 1.45% 16
2024
Q4 		$1.53M Sell
6,971
-844
-11% -$188K 1.22% 23
2024
Q3 		$1.73M Buy
7,815
+50
+0.6% +$9.8K 1.31% 24
2024
Q2 		$1.34M Buy
7,765
+457
+6% +$79.4K 1.08% 29
2024
Q1 		$1.4M Sell
7,308
-11
-0.2% -$2.01K 1.09% 27
2023
Q4 		$1.2M Buy
7,319
+900
+14% +$136K 1.01% 28
2023
Q3 		$901K Buy
6,419
+423
+7% +$60.2K 0.82% 41
2023
Q2 		$782K Sell
5,996
-190
-3% -$24.5K 0.69% 46
2023
Q1 		$811K Sell
6,186
-730
-11% -$97.7K 0.76% 44
2022
Q4 		$974K Buy
+6,916
New +$954K 1.1% 35

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

Northern Financial Advisors's IBM Position: Q2 2026 in Review

Northern Financial Advisors increased its IBM (IBM) stake by 4.5% in Q2 2026, buying an estimated $84.4K and bringing the position to 7,720 shares worth $2.17M. The position accounts for 1.44% of the portfolio, ranked #20.

Northern Financial Advisors first reported a position in IBM in Q4 2022 and has held it in 15 quarters since. The position peaked at $2.19M in Q3 2025. 3,633 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Northern Financial Advisors held 7,720 shares of IBM worth $2.17M as of Q2 2026.
  • Northern Financial Advisors bought 335 IBM shares in Q2 2026, an estimated $84.4K.
  • IBM made up 1.44% of Northern Financial Advisors's portfolio in Q2 2026, its #20 holding.
  • Northern Financial Advisors first reported a position in IBM in Q4 2022 and has held it in 15 quarters since.
  • Northern Financial Advisors's IBM position peaked at $2.19M in Q3 2025.
  • 3,633 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Northern Financial Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.