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Northwest Financial Advisors’s IBM IBM Stock Holding History

Northwest 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 		$247K Buy
880
+15
+2% +$3.78K 0.03% 77
2026
Q1 		$210K Buy
865
+1
+0.1% +$271 0.4% 64
2025
Q4 		$256K Sell
864
-1,167
-57% -$350K 0.53% 54
2025
Q3 		$573K Buy
2,031
+5
+0.2% +$1.31K 0.74% 38
2025
Q2 		$597K Sell
2,026
-1,901
-48% -$490K 0.83% 35
2025
Q1 		$977K Buy
3,927
+361
+10% +$88.3K 0.81% 31
2024
Q4 		$784K Buy
3,566
+16
+0.5% +$3.56K 0.65% 41
2024
Q3 		$785K Buy
3,550
+1,270
+56% +$249K 0.62% 37
2024
Q2 		$394K Buy
2,280
+77
+3% +$13.4K 0.4% 60
2024
Q1 		$421K Sell
2,203
-56
-2% -$10.2K 0.46% 55
2023
Q4 		$369K Buy
+2,259
New +$341K 0.31% 58

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

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

Northwest Financial Advisors increased its IBM (IBM) stake by 1.7% in Q2 2026, buying an estimated $3.78K and bringing the position to 880 shares worth $247K. The position accounts for 0.03% of the portfolio, ranked #77.

Northwest Financial Advisors first reported a position in IBM in Q4 2023 and has held it in 11 quarters since. The position peaked at $977K in Q1 2025. 3,629 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Northwest Financial Advisors held 880 shares of IBM worth $247K as of Q2 2026.
  • Northwest Financial Advisors bought 15 IBM shares in Q2 2026, an estimated $3.78K.
  • IBM made up 0.03% of Northwest Financial Advisors's portfolio in Q2 2026, its #77 holding.
  • Northwest Financial Advisors first reported a position in IBM in Q4 2023 and has held it in 11 quarters since.
  • Northwest Financial Advisors's IBM position peaked at $977K in Q1 2025.
  • 3,629 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Northwest Financial Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.