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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
Q2 		$4.24M Buy
15,082
+7,791
+107% +$1.96M 0.03% 148
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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Phoenix Financial's IBM Position: Q2 2026 in Review

Phoenix Financial increased its IBM (IBM) stake by 107% in Q2 2026, buying an estimated $1.96M and bringing the position to 15,082 shares worth $4.24M. The position accounts for 0.03% of the portfolio, ranked #148.

Phoenix Financial first reported a position in IBM in Q2 2020 and has held it in 6 quarters since. 3,643 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Phoenix Financial held 15,082 shares of IBM worth $4.24M as of Q2 2026.
  • Phoenix Financial bought 7,791 IBM shares in Q2 2026, an estimated $1.96M.
  • IBM made up 0.03% of Phoenix Financial's portfolio in Q2 2026, its #148 holding.
  • Phoenix Financial first reported a position in IBM in Q2 2020 and has held it in 6 quarters since.
  • 3,643 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Phoenix Financial's 13F filing for Q2 2026, filed 11 Aug 2026.