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Optimize Financial’s IBM IBM Stock Holding History

Optimize 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
Q1 		$2.62M Buy
10,826
+5,193
+92% +$1.41M 1.29% 25
2025
Q4 		$1.67M Buy
5,633
+80
+1% +$24K 0.84% 13
2025
Q3 		$1.57M Buy
+5,553
New +$1.45M 0.82% 13
2025
Q1 		– Sell
-8,241
Closed -$1.81M – 252
2024
Q4 		$1.81M Buy
+8,241
New +$1.84M 1.36% 19

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Optimize Financial's IBM Position: Q1 2026 in Review

Optimize Financial increased its IBM (IBM) stake by 92% in Q1 2026, buying an estimated $1.41M and bringing the position to 10,826 shares worth $2.62M. The position accounts for 1.29% of the portfolio, ranked #25.

Optimize Financial first reported a position in IBM in Q4 2024 and has held it in 4 quarters since. 3,483 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • Optimize Financial held 10,826 shares of IBM worth $2.62M as of Q1 2026.
  • Optimize Financial bought 5,193 IBM shares in Q1 2026, an estimated $1.41M.
  • IBM made up 1.29% of Optimize Financial's portfolio in Q1 2026, its #25 holding.
  • Optimize Financial first reported a position in IBM in Q4 2024 and has held it in 4 quarters since.
  • 3,483 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Optimize Financial's 13F filing for Q1 2026, filed 12 May 2026.