SFS
IBM icon

Sharp Financial Services’s IBM IBM Stock Holding History

Sharp Financial Services’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 		– Sell
-692
Closed -$205K – 122
2025
Q4 		$205K Buy
+692
New +$207K 0.1% 112
2025
Q3 		– Sell
-692
Closed -$204K – 108
2025
Q2 		$204K Sell
692
-115
-14% -$29.6K 0.13% 86
2025
Q1 		$201K Buy
+807
New +$197K 0.15% 87

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

Sharp Financial Services's IBM Position: Q1 2026 in Review

Sharp Financial Services sold out of IBM (IBM) in Q1 2026, closing a stake of 692 shares — an estimated $205K sold.

Sharp Financial Services first reported a position in IBM in Q1 2025 and held it in 3 quarters. The position peaked at $205K in Q4 2025. 3,462 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • Sharp Financial Services reported no remaining IBM position as of Q1 2026 after selling out during the quarter.
  • Sharp Financial Services sold 692 IBM shares in Q1 2026, an estimated $205K.
  • Sharp Financial Services first reported a position in IBM in Q1 2025 and held it in 3 quarters.
  • Sharp Financial Services's IBM position peaked at $205K in Q4 2025.
  • 3,462 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Sharp Financial Services's 13F filing for Q1 2026, filed 27 Apr 2026.