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Summit Financial’s IBM IBM Stock Holding History

Summit Financial’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 		$15.1M Buy
53,805
+7,568
+16% +$1.91M 0.17% 111
2026
Q1 		$11.2M Sell
46,237
-12,561
-21% -$3.4M 0.14% 133
2025
Q4 		$17.4M Buy
58,798
+308
+0.5% +$92.2K 0.26% 73
2025
Q3 		$16.5M Buy
58,490
+1,427
+3% +$374K 0.25% 77
2025
Q2 		$16.8M Buy
57,063
+2,842
+5% +$732K 0.38% 50
2025
Q1 		$13.5M Buy
54,221
+30,827
+132% +$7.54M 0.38% 50
2024
Q4 		$5.14M Buy
23,394
+9,393
+67% +$2.09M 0.18% 104
2024
Q3 		$3.1M Buy
14,001
+4,944
+55% +$969K 0.12% 132
2024
Q2 		$1.57M Buy
9,057
+4,460
+97% +$775K 0.07% 178
2024
Q1 		$878K Sell
4,597
-235
-5% -$42.9K 0.05% 200
2023
Q4 		$790K Sell
4,832
-361
-7% -$54.5K 0.05% 200
2023
Q3 		$729K Buy
5,193
+90
+2% +$12.8K 0.05% 194
2023
Q2 		$683K Buy
5,103
+2,162
+74% +$279K 0.05% 192
2023
Q1 		$385K Sell
2,941
-219
-7% -$29.3K 0.03% 196
2022
Q4 		$445K Sell
3,160
-661
-17% -$91.2K 0.04% 181
2022
Q3 		$454K Buy
3,821
+254
+7% +$33.3K 0.04% 177
2022
Q2 		$504K Sell
3,567
-2,209
-38% -$298K 0.05% 155
2022
Q1 		$751K Buy
5,776
+1,950
+51% +$254K 0.06% 142
2021
Q4 		$511K Sell
3,826
-459
-11% -$57.6K 0.04% 164
2021
Q3 		$569K Buy
4,285
+1,555
+57% +$208K 0.05% 132
2021
Q2 		$383K Buy
+2,730
New +$373K 0.04% 107

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's IBM Position: Q2 2026 in Review

Summit Financial increased its IBM (IBM) stake by 16% in Q2 2026, buying an estimated $1.91M and bringing the position to 53,805 shares worth $15.1M. The position accounts for 0.17% of the portfolio, ranked #111.

Summit Financial first reported a position in IBM in Q2 2021 and has held it in 21 quarters since. The position peaked at $17.4M in Q4 2025. 3,637 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Summit Financial held 53,805 shares of IBM worth $15.1M as of Q2 2026.
  • Summit Financial bought 7,568 IBM shares in Q2 2026, an estimated $1.91M.
  • IBM made up 0.17% of Summit Financial's portfolio in Q2 2026, its #111 holding.
  • Summit Financial first reported a position in IBM in Q2 2021 and has held it in 21 quarters since.
  • Summit Financial's IBM position peaked at $17.4M in Q4 2025.
  • 3,637 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.