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Resurgent Financial Advisors’s IBM IBM Stock Holding History

Resurgent Financial Advisors’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 		$394K Sell
1,627
-73
-4% -$19.8K 0.14% 175
2025
Q4 		$504K Buy
1,700
+299
+21% +$89.5K 0.25% 116
2025
Q3 		$395K Sell
1,401
-584
-29% -$153K 0.19% 145
2025
Q2 		$585K Buy
+1,985
New +$511K 0.32% 91
2024
Q1 		– Sell
-164
Closed -$26.8K – 320
2023
Q4 		$26.8K Sell
164
-218
-57% -$32.9K 0.02% 443
2023
Q3 		$53.6K Sell
382
-60
-14% -$8.54K 0.04% 312
2023
Q2 		$59.1K Buy
442
+73
+20% +$9.42K 0.04% 310
2023
Q1 		$48.4K Sell
369
-229
-38% -$30.6K 0.03% 334
2022
Q4 		$84.3K Buy
+598
New +$82.5K 0.04% 330

Other funds holding IBM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Resurgent Financial Advisors's IBM Position: Q1 2026 in Review

Resurgent Financial Advisors reduced its IBM (IBM) stake by 4.3% in Q1 2026, selling an estimated $19.8K and leaving 1,627 shares worth $394K. The position accounts for 0.14% of the portfolio, ranked #175.

Resurgent Financial Advisors first reported a position in IBM in Q4 2022 and has held it in 9 quarters since. The position peaked at $585K in Q2 2025. 3,463 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • Resurgent Financial Advisors held 1,627 shares of IBM worth $394K as of Q1 2026.
  • Resurgent Financial Advisors sold 73 IBM shares in Q1 2026, an estimated $19.8K.
  • IBM made up 0.14% of Resurgent Financial Advisors's portfolio in Q1 2026, its #175 holding.
  • Resurgent Financial Advisors first reported a position in IBM in Q4 2022 and has held it in 9 quarters since.
  • Resurgent Financial Advisors's IBM position peaked at $585K in Q2 2025.
  • 3,463 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Resurgent Financial Advisors's 13F filing for Q1 2026, filed 13 May 2026.