SFG
IBM icon

SNS Financial Group’s IBM IBM Stock Holding History

SNS Financial Group’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
2017
Q2 		– Sell
-941
Closed -$156K – 184
2017
Q1 		$156K Sell
941
-942
-50% -$158K 0.04% 171
2016
Q4 		$301K Buy
+1,883
New +$287K 0.09% 132
2015
Q4 		– Sell
-1,569
Closed -$208K – 129
2015
Q3 		$208K Sell
1,569
-209
-12% -$30.9K 0.06% 114
2015
Q2 		$286K Buy
+1,778
New +$286K 0.09% 98
2013
Q4 		– Sell
-1,255
Closed -$223K – 139
2013
Q3 		$223K Buy
+1,255
New +$228K 0.14% 96

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

SNS Financial Group's IBM Position: Q2 2026 in Review

SNS Financial Group increased its IBM (IBM) stake by 3,271% in Q2 2026, buying an estimated $29.1M and bringing the position to 118,918 shares worth $33.4M. The position accounts for 0.64% of the portfolio, ranked #42.

SNS Financial Group first reported a position in IBM in Q2 2013 and has held it in 53 quarters since. 3,643 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • SNS Financial Group held 118,918 shares of IBM worth $33.4M as of Q2 2026.
  • SNS Financial Group bought 115,390 IBM shares in Q2 2026, an estimated $29.1M.
  • IBM made up 0.64% of SNS Financial Group's portfolio in Q2 2026, its #42 holding.
  • SNS Financial Group first reported a position in IBM in Q2 2013 and has held it in 53 quarters since.
  • 3,643 funds tracked by Wall St. Rank held IBM as of Q2 2026.

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