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Park Square Financial Group’s IBM IBM Stock Holding History

Park Square Financial Group’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 		$8.44K Sell
30
-22
-42% -$5.54K 0.08% 87
2026
Q1 		$12.6K Buy
+52
New +$14.1K 0.1% 67
2025
Q4 		– Sell
-71
Closed -$20K – 272
2025
Q3 		$20K Sell
71
-217
-75% -$56.8K 0.09% 95
2025
Q2 		$84.9K Buy
288
+71
+33% +$18.3K 0.06% 223
2025
Q1 		$54K Buy
217
+23
+12% +$5.63K 0.04% 254
2024
Q4 		$42.6K Buy
+194
New +$43.2K 0.03% 303

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

Park Square Financial Group's IBM Position: Q2 2026 in Review

Park Square Financial Group reduced its IBM (IBM) stake by 42% in Q2 2026, selling an estimated $5.54K and leaving 30 shares worth $8.44K. The position accounts for 0.08% of the portfolio, ranked #87.

Park Square Financial Group first reported a position in IBM in Q4 2024 and has held it in 6 quarters since. The position peaked at $84.9K in Q2 2025. 3,618 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Park Square Financial Group held 30 shares of IBM worth $8.44K as of Q2 2026.
  • Park Square Financial Group sold 22 IBM shares in Q2 2026, an estimated $5.54K.
  • IBM made up 0.08% of Park Square Financial Group's portfolio in Q2 2026, its #87 holding.
  • Park Square Financial Group first reported a position in IBM in Q4 2024 and has held it in 6 quarters since.
  • Park Square Financial Group's IBM position peaked at $84.9K in Q2 2025.
  • 3,618 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Park Square Financial Group's 13F filing for Q2 2026, filed 31 Jul 2026.