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Shepherd Financial Partners’s IBM IBM Stock Holding History

Shepherd Financial Partners’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 		$301K Buy
1,071
+10
+0.9% +$2.52K 0.02% 203
2026
Q1 		$257K Sell
1,061
-1
-0.1% -$271 0.02% 217
2025
Q4 		$315K Hold
1,062
– – 0.03% 202
2025
Q3 		$300K Hold
1,062
– – 0.03% 204
2025
Q2 		$313K Hold
1,062
– – 0.03% 194
2025
Q1 		$264K Buy
1,062
+115
+12% +$28.1K 0.03% 204
2024
Q4 		$208K Buy
+947
New +$211K 0.02% 212
2018
Q2 		– Sell
-1,480
Closed -$217K – 132
2018
Q1 		$217K Hold
1,480
– – 0.05% 110
2017
Q4 		$217K Hold
1,480
– – 0.05% 106
2017
Q3 		$210K Hold
1,480
– – 0.05% 108
2017
Q2 		$217K Sell
1,480
-14
-0.9% -$2.11K 0.05% 105
2017
Q1 		$248K Sell
1,494
-378
-20% -$63.4K 0.06% 100
2016
Q4 		$299K Buy
+1,872
New +$285K 0.08% 93

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

Shepherd Financial Partners's IBM Position: Q2 2026 in Review

Shepherd Financial Partners increased its IBM (IBM) stake by 0.94% in Q2 2026, buying an estimated $2.52K and bringing the position to 1,071 shares worth $301K. The position accounts for 0.02% of the portfolio, ranked #203.

Shepherd Financial Partners first reported a position in IBM in Q4 2016 and has held it in 13 quarters since. The position peaked at $315K in Q4 2025. 3,630 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Shepherd Financial Partners held 1,071 shares of IBM worth $301K as of Q2 2026.
  • Shepherd Financial Partners bought 10 IBM shares in Q2 2026, an estimated $2.52K.
  • IBM made up 0.02% of Shepherd Financial Partners's portfolio in Q2 2026, its #203 holding.
  • Shepherd Financial Partners first reported a position in IBM in Q4 2016 and has held it in 13 quarters since.
  • Shepherd Financial Partners's IBM position peaked at $315K in Q4 2025.
  • 3,630 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Shepherd Financial Partners's 13F filing for Q2 2026, filed 10 Aug 2026.