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 Q2	$3.03M	Sell	10,789 -37	-0.3%	-$9.32K	1.09%	24
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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Optimize Financial's IBM Position: Q2 2026 in Review

Optimize Financial reduced its IBM (IBM) stake by 0.34% in Q2 2026, selling an estimated $9.32K and leaving 10,789 shares worth $3.03M. The position accounts for 1.09% of the portfolio, ranked #24.

Optimize Financial first reported a position in IBM in Q4 2024 and has held it in 5 quarters since. 3,643 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

Optimize Financial held 10,789 shares of IBM worth $3.03M as of Q2 2026.
Optimize Financial sold 37 IBM shares in Q2 2026, an estimated $9.32K.
IBM made up 1.09% of Optimize Financial's portfolio in Q2 2026, its #24 holding.
Optimize Financial first reported a position in IBM in Q4 2024 and has held it in 5 quarters since.
3,643 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Optimize Financial's 13F filing for Q2 2026, filed 27 Aug 2026.