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Stonebridge Financial Group (Pennsylvania)’s IBM IBM Stock Holding History

Stonebridge Financial Group (Pennsylvania)’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 		$1.15M Sell
4,084
-627
-13% -$158K 0.09% 121
2026
Q1 		$1.14M Buy
4,711
+1,345
+40% +$364K 0.09% 120
2025
Q4 		$997K Buy
3,366
+113
+3% +$33.8K 0.09% 119
2025
Q3 		$918K Buy
3,253
+268
+9% +$70.2K 0.08% 120
2025
Q2 		$880K Buy
2,985
+23
+0.8% +$5.93K 0.09% 118
2025
Q1 		$737K Sell
2,962
-248
-8% -$60.7K 0.08% 121
2024
Q4 		$706K Buy
+3,210
New +$715K 0.08% 126

Other funds holding IBM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
VPM
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
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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Stonebridge Financial Group (Pennsylvania)'s IBM Position: Q2 2026 in Review

Stonebridge Financial Group (Pennsylvania) reduced its IBM (IBM) stake by 13% in Q2 2026, selling an estimated $158K and leaving 4,084 shares worth $1.15M. The position accounts for 0.09% of the portfolio, ranked #121.

Stonebridge Financial Group (Pennsylvania) first reported a position in IBM in Q4 2024 and has held it in 7 quarters since. 3,183 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Stonebridge Financial Group (Pennsylvania) held 4,084 shares of IBM worth $1.15M as of Q2 2026.
  • Stonebridge Financial Group (Pennsylvania) sold 627 IBM shares in Q2 2026, an estimated $158K.
  • IBM made up 0.09% of Stonebridge Financial Group (Pennsylvania)'s portfolio in Q2 2026, its #121 holding.
  • Stonebridge Financial Group (Pennsylvania) first reported a position in IBM in Q4 2024 and has held it in 7 quarters since.
  • 3,183 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Stonebridge Financial Group (Pennsylvania)'s 13F filing for Q2 2026, filed 6 Jul 2026.