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Summit Financial Strategies’s IBM IBM Stock Holding History

Summit Financial Strategies’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 		$205K Buy
+729
New +$184K 0.01% 161
2026
Q1 		– Sell
-795
Closed -$235K – 174
2025
Q4 		$235K Buy
795
+66
+9% +$19.8K 0.02% 142
2025
Q3 		$206K Sell
729
-70
-9% -$18.3K 0.02% 148
2025
Q2 		$236K Buy
+799
New +$206K 0.02% 133
2022
Q4 		– Sell
-1,850
Closed -$220K – 125
2022
Q3 		$220K Buy
1,850
+154
+9% +$20.2K 0.05% 107
2022
Q2 		$239K Buy
+1,696
New +$229K 0.06% 102
2017
Q3 		– Sell
-1,621
Closed -$238K – 56
2017
Q2 		$238K Buy
1,621
+143
+10% +$21.6K 0.14% 43
2017
Q1 		$246K Hold
1,478
– – 0.18% 32
2016
Q4 		$235K Buy
+1,478
New +$225K 0.16% 36
2015
Q2 		– Sell
-1,482
Closed -$227K – 45
2015
Q1 		$227K Sell
1,482
-48
-3% -$7.28K 0.18% 36
2014
Q4 		$235K Buy
+1,530
New +$243K 0.19% 36

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 $3.37T AUM 44.26% 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

Summit Financial Strategies's IBM Position: Q2 2026 in Review

Summit Financial Strategies opened a new position in IBM (IBM) in Q2 2026: 729 shares worth $205K. The stake represents 0.01% of the portfolio and ranks #161 among its holdings. This is a return to the name: Summit Financial Strategies previously reported a position in IBM as recently as Q4 2025.

Summit Financial Strategies first reported a position in IBM in Q4 2014 and has held it in 11 quarters since. The position peaked at $246K in Q1 2017. 3,625 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Summit Financial Strategies held 729 shares of IBM worth $205K as of Q2 2026.
  • IBM was a new Summit Financial Strategies position in Q2 2026.
  • IBM made up 0.01% of Summit Financial Strategies's portfolio in Q2 2026, its #161 holding.
  • Summit Financial Strategies first reported a position in IBM in Q4 2014 and has held it in 11 quarters since.
  • Summit Financial Strategies's IBM position peaked at $246K in Q1 2017.
  • 3,625 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Summit Financial Strategies's 13F filing for Q2 2026, filed 24 Jul 2026.