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Souders Financial Advisors’s IBM IBM Stock Holding History

Souders 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
Q2 		$1.39M Sell
4,947
-276
-5% -$69.5K 0.14% 80
2026
Q1 		$1.27M Sell
5,223
-513
-9% -$139K 0.14% 80
2025
Q4 		$1.7M Buy
5,736
+483
+9% +$145K 0.19% 65
2025
Q3 		$1.48M Sell
5,253
-379
-7% -$99.2K 0.18% 69
2025
Q2 		$1.66M Buy
5,632
+316
+6% +$81.4K 0.21% 59
2025
Q1 		$1.32M Sell
5,316
-104
-2% -$25.4K 0.18% 76
2024
Q4 		$1.19M Sell
5,420
-158
-3% -$35.2K 0.17% 97
2024
Q3 		$1.23M Buy
5,578
+1,186
+27% +$233K 0.17% 88
2024
Q2 		$760K Buy
4,392
+59
+1% +$10.3K 0.11% 108
2024
Q1 		$827K Buy
4,333
+1,041
+32% +$190K 0.13% 103
2023
Q4 		$538K Buy
+3,292
New +$497K 0.09% 115

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

Souders Financial Advisors's IBM Position: Q2 2026 in Review

Souders Financial Advisors reduced its IBM (IBM) stake by 5.3% in Q2 2026, selling an estimated $69.5K and leaving 4,947 shares worth $1.39M. The position accounts for 0.14% of the portfolio, ranked #80.

Souders Financial Advisors first reported a position in IBM in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.7M in Q4 2025. 3,643 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Souders Financial Advisors held 4,947 shares of IBM worth $1.39M as of Q2 2026.
  • Souders Financial Advisors sold 276 IBM shares in Q2 2026, an estimated $69.5K.
  • IBM made up 0.14% of Souders Financial Advisors's portfolio in Q2 2026, its #80 holding.
  • Souders Financial Advisors first reported a position in IBM in Q4 2023 and has held it in 11 quarters since.
  • Souders Financial Advisors's IBM position peaked at $1.7M in Q4 2025.
  • 3,643 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Souders Financial Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.