OF
IBM icon

Outfitter Financial’s IBM IBM Stock Holding History

Outfitter 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 		$661K Buy
2,350
+130
+6% +$32.8K 0.46% 59
2026
Q1 		$538K Sell
2,220
-32
-1% -$8.66K 0.42% 65
2025
Q4 		$667K Hold
2,252
– – 0.52% 61
2025
Q3 		$635K Sell
2,252
-165
-7% -$43.2K 0.51% 63
2025
Q2 		$712K Sell
2,417
-805
-25% -$207K 0.61% 58
2025
Q1 		$801K Hold
3,222
– – 0.72% 49
2024
Q4 		$708K Sell
3,222
-50
-2% -$11.1K 0.57% 57
2024
Q3 		$723K Sell
3,272
-70
-2% -$13.7K 0.6% 54
2024
Q2 		$578K Buy
3,342
+50
+2% +$8.69K 0.48% 64
2024
Q1 		$629K Buy
+3,292
New +$601K 0.52% 63
2022
Q1 		– Sell
-274
Closed -$37K – 147
2021
Q4 		$37K Sell
274
-3,046
-92% -$382K 0.03% 123
2021
Q3 		$441K Sell
3,320
-226
-6% -$30.2K 0.35% 78
2021
Q2 		$497K Sell
3,546
-141
-4% -$19.3K 0.38% 78
2021
Q1 		$470K Sell
3,687
-2,207
-37% -$264K 0.39% 78
2020
Q4 		$709K Buy
+5,894
New +$681K 0.68% 57

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

Outfitter Financial's IBM Position: Q2 2026 in Review

Outfitter Financial increased its IBM (IBM) stake by 5.9% in Q2 2026, buying an estimated $32.8K and bringing the position to 2,350 shares worth $661K. The position accounts for 0.46% of the portfolio, ranked #59.

Outfitter Financial first reported a position in IBM in Q4 2020 and has held it in 15 quarters since. The position peaked at $801K in Q1 2025. 3,629 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Outfitter Financial held 2,350 shares of IBM worth $661K as of Q2 2026.
  • Outfitter Financial bought 130 IBM shares in Q2 2026, an estimated $32.8K.
  • IBM made up 0.46% of Outfitter Financial's portfolio in Q2 2026, its #59 holding.
  • Outfitter Financial first reported a position in IBM in Q4 2020 and has held it in 15 quarters since.
  • Outfitter Financial's IBM position peaked at $801K in Q1 2025.
  • 3,629 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Outfitter Financial's 13F filing for Q2 2026, filed 10 Aug 2026.