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StoneX Group’s IBM IBM Stock Holding History

StoneX 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
2026
Q1 		$1.29M Sell
5,308
-4,729
-47% -$1.28M 0.07% 218
2025
Q4 		$2.97M Buy
10,037
+514
+5% +$154K 0.13% 130
2025
Q3 		$2.69M Sell
9,523
-2,206
-19% -$577K 0.12% 155
2025
Q2 		$3.46M Sell
11,729
-706
-6% -$182K 0.17% 113
2025
Q1 		$3.09M Buy
12,435
+861
+7% +$211K 0.17% 122
2024
Q4 		$2.54M Buy
11,574
+3,215
+38% +$716K 0.14% 139
2024
Q3 		$1.85M Sell
8,359
-250
-3% -$49K 0.83% 16
2024
Q2 		$1.49M Buy
+8,609
New +$1.5M 0.7% 25
2023
Q4 		– Sell
-6,219
Closed -$872K – 397
2023
Q3 		$872K Sell
6,219
-705
-10% -$100K 0.48% 40
2023
Q2 		$926K Buy
+6,924
New +$894K 0.52% 41
2022
Q2 		– Sell
-9,038
Closed -$1.18M – 626
2022
Q1 		$1.18M Buy
9,038
+805
+10% +$105K 0.11% 159
2021
Q4 		$1.1M Buy
8,233
+1,116
+16% +$140K 0.13% 158
2021
Q3 		$945K Sell
7,117
-1,068
-13% -$143K 0.14% 160
2021
Q2 		$1.15M Buy
8,185
+1,090
+15% +$149K 0.17% 125
2021
Q1 		$904K Buy
7,095
+99
+1% +$11.8K 0.16% 132
2020
Q4 		$842K Sell
6,996
-1,510
-18% -$175K 0.19% 115
2020
Q3 		$989K Buy
8,506
+911
+12% +$107K 0.32% 73
2020
Q2 		$877K Buy
7,595
+174
+2% +$20.2K 0.33% 79
2020
Q1 		$787K Buy
7,421
+809
+12% +$102K 0.42% 70
2019
Q4 		$847K Buy
6,612
+2,031
+44% +$264K 0.35% 88
2019
Q3 		$637K Buy
4,581
+1,203
+36% +$162K 0.4% 82
2019
Q2 		$445K Buy
3,378
+385
+13% +$50.6K 0.29% 109
2019
Q1 		$404K Buy
2,993
+995
+50% +$127K 0.31% 112
2018
Q4 		$217K Buy
1,998
+371
+23% +$44.5K 0.21% 182
2018
Q3 		$235K Buy
+1,627
New +$227K 0.17% 200
2017
Q3 		– Sell
-7,589
Closed -$1.12M – 250
2017
Q2 		$1.12M Buy
+7,589
New +$1.14M 0.35% 98

Other funds holding IBM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

StoneX Group's IBM Position: Q1 2026 in Review

StoneX Group reduced its IBM (IBM) stake by 47% in Q1 2026, selling an estimated $1.28M and leaving 5,308 shares worth $1.29M. The position accounts for 0.07% of the portfolio, ranked #218.

StoneX Group first reported a position in IBM in Q2 2017 and has held it in 26 quarters since. The position peaked at $3.46M in Q2 2025. 3,463 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • StoneX Group held 5,308 shares of IBM worth $1.29M as of Q1 2026.
  • StoneX Group sold 4,729 IBM shares in Q1 2026, an estimated $1.28M.
  • IBM made up 0.07% of StoneX Group's portfolio in Q1 2026, its #218 holding.
  • StoneX Group first reported a position in IBM in Q2 2017 and has held it in 26 quarters since.
  • StoneX Group's IBM position peaked at $3.46M in Q2 2025.
  • 3,463 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on StoneX Group's 13F filing for Q1 2026, filed 14 May 2026.