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Northstar Financial Companies’s IBM IBM Stock Holding History

Northstar Financial Companies’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 		$721K Buy
2,566
+249
+11% +$62.7K 0.49% 53
2026
Q1 		$562K Sell
2,317
-53
-2% -$14.3K 0.45% 56
2025
Q4 		$702K Buy
2,370
+59
+3% +$17.7K 0.56% 49
2025
Q3 		$652K Buy
2,311
+4
+0.2% +$1.05K 0.6% 40
2025
Q2 		$680K Sell
2,307
-2,467
-52% -$636K 0.71% 35
2025
Q1 		$1.19M Buy
4,774
+103
+2% +$25.2K 1.29% 15
2024
Q4 		$1.03M Buy
+4,671
New +$1.04M 0.97% 19

Other funds holding IBM

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Universal-Beteiligungs- und Servicegesellschaft
Universal-Beteiligungs- und Servicegesellschaft Frankfurt Am Main, Germany $65.4B AUM 39.83% 1-Year Est. Return

Northstar Financial Companies's IBM Position: Q2 2026 in Review

Northstar Financial Companies increased its IBM (IBM) stake by 11% in Q2 2026, buying an estimated $62.7K and bringing the position to 2,566 shares worth $721K. The position accounts for 0.49% of the portfolio, ranked #53.

Northstar Financial Companies first reported a position in IBM in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.19M in Q1 2025. 2,284 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Northstar Financial Companies held 2,566 shares of IBM worth $721K as of Q2 2026.
  • Northstar Financial Companies bought 249 IBM shares in Q2 2026, an estimated $62.7K.
  • IBM made up 0.49% of Northstar Financial Companies's portfolio in Q2 2026, its #53 holding.
  • Northstar Financial Companies first reported a position in IBM in Q4 2024 and has held it in 7 quarters since.
  • Northstar Financial Companies's IBM position peaked at $1.19M in Q1 2025.
  • 2,284 funds tracked by Wall St. Rank held IBM as of Q2 2026.

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