SFB
IBM icon

STAR Financial Bank’s IBM IBM Stock Holding History

STAR Financial Bank’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 		$274K Sell
975
-361
-27% -$91K 0.11% 92
2026
Q1 		$324K Buy
1,336
+365
+38% +$98.8K 0.15% 77
2025
Q4 		$288K Buy
971
+185
+24% +$55.4K 0.15% 89
2025
Q3 		$222K Buy
+786
New +$206K 0.13% 111

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

STAR Financial Bank's IBM Position: Q2 2026 in Review

STAR Financial Bank reduced its IBM (IBM) stake by 27% in Q2 2026, selling an estimated $91K and leaving 975 shares worth $274K. The position accounts for 0.11% of the portfolio, ranked #92.

STAR Financial Bank first reported a position in IBM in Q3 2025 and has held it in 4 quarters since. The position peaked at $324K in Q1 2026. 3,643 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • STAR Financial Bank held 975 shares of IBM worth $274K as of Q2 2026.
  • STAR Financial Bank sold 361 IBM shares in Q2 2026, an estimated $91K.
  • IBM made up 0.11% of STAR Financial Bank's portfolio in Q2 2026, its #92 holding.
  • STAR Financial Bank first reported a position in IBM in Q3 2025 and has held it in 4 quarters since.
  • STAR Financial Bank's IBM position peaked at $324K in Q1 2026.
  • 3,643 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on STAR Financial Bank's 13F filing for Q2 2026, filed 7 Aug 2026.