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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Souders Financial Advisors reduced its IBM (IBM) stake by 8.9% in Q1 2026, selling an estimated $139K and leaving 5,223 shares worth $1.27M. 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 10 quarters since. The position peaked at $1.7M in Q4 2025. 3,465 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

Souders Financial Advisors held 5,223 shares of IBM worth $1.27M as of Q1 2026.
Souders Financial Advisors sold 513 IBM shares in Q1 2026, an estimated $139K.
IBM made up 0.14% of Souders Financial Advisors's portfolio in Q1 2026, its #80 holding.
Souders Financial Advisors first reported a position in IBM in Q4 2023 and has held it in 10 quarters since.
Souders Financial Advisors's IBM position peaked at $1.7M in Q4 2025.
3,465 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Souders Financial Advisors's 13F filing for Q1 2026, filed 4 May 2026.