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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Northern Financial Advisors's IBM Position: Q1 2026 in Review

Northern Financial Advisors increased its IBM (IBM) stake by 81% in Q1 2026, buying an estimated $893K and bringing the position to 7,385 shares worth $1.79M. The position accounts for 1.31% of the portfolio, ranked #20.

Northern Financial Advisors first reported a position in IBM in Q4 2022 and has held it in 14 quarters since. The position peaked at $2.19M in Q3 2025. 3,462 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • Northern Financial Advisors held 7,385 shares of IBM worth $1.79M as of Q1 2026.
  • Northern Financial Advisors bought 3,301 IBM shares in Q1 2026, an estimated $893K.
  • IBM made up 1.31% of Northern Financial Advisors's portfolio in Q1 2026, its #20 holding.
  • Northern Financial Advisors first reported a position in IBM in Q4 2022 and has held it in 14 quarters since.
  • Northern Financial Advisors's IBM position peaked at $2.19M in Q3 2025.
  • 3,462 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Northern Financial Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.