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Phoenix Financial’s IBM IBM Stock Holding History

Phoenix 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 		$1.76M Buy
7,291
+638
+10% +$173K 0.02% 186
2025
Q4 		$1.97M Buy
6,653
+648
+11% +$194K 0.02% 182
2025
Q3 		$1.69M Sell
6,005
-898
-13% -$235K 0.02% 196
2025
Q2 		$2.03M Buy
+6,903
New +$1.78M 0.03% 182
2020
Q3 		– Sell
-1,894
Closed -$205K – 351
2020
Q2 		$205K Buy
+1,894
New +$220K 0.01% 292

Other funds holding IBM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Phoenix Financial's IBM Position: Q1 2026 in Review

Phoenix Financial increased its IBM (IBM) stake by 9.6% in Q1 2026, buying an estimated $173K and bringing the position to 7,291 shares worth $1.76M. The position accounts for 0.02% of the portfolio, ranked #186.

Phoenix Financial first reported a position in IBM in Q2 2020 and has held it in 5 quarters since. The position peaked at $2.03M in Q2 2025. 3,474 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • Phoenix Financial held 7,291 shares of IBM worth $1.76M as of Q1 2026.
  • Phoenix Financial bought 638 IBM shares in Q1 2026, an estimated $173K.
  • IBM made up 0.02% of Phoenix Financial's portfolio in Q1 2026, its #186 holding.
  • Phoenix Financial first reported a position in IBM in Q2 2020 and has held it in 5 quarters since.
  • Phoenix Financial's IBM position peaked at $2.03M in Q2 2025.
  • 3,474 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Phoenix Financial's 13F filing for Q1 2026, filed 11 May 2026.