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Sunburst Financial Group’s IBM IBM Stock Holding History

Sunburst Financial 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
Q2 		$1.15M Buy
4,093
+2
+0% +$504 0.19% 53
2026
Q1 		$992K Sell
4,091
-306
-7% -$82.8K 0.18% 52
2025
Q4 		$1.3M Sell
4,397
-21
-0.5% -$6.29K 0.26% 41
2025
Q3 		$1.25M Sell
4,418
-522
-11% -$137K 0.26% 41
2025
Q2 		$1.46M Buy
4,940
+3
+0.1% +$773 0.33% 38
2025
Q1 		$1.23M Sell
4,937
-558
-10% -$136K 0.3% 38
2024
Q4 		$1.21M Sell
5,495
-1,207
-18% -$269K 0.3% 41
2024
Q3 		$1.48M Sell
6,702
-11
-0.2% -$2.16K 0.38% 36
2024
Q2 		$1.16M Sell
6,713
-110
-2% -$19.1K 0.31% 41
2024
Q1 		$1.3M Sell
6,823
-134
-2% -$24.4K 0.37% 36
2023
Q4 		$1.14M Buy
+6,957
New +$1.05M 0.35% 38

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

Sunburst Financial Group's IBM Position: Q2 2026 in Review

Sunburst Financial Group increased its IBM (IBM) stake by 0.05% in Q2 2026, buying an estimated $504 and bringing the position to 4,093 shares worth $1.15M. The position accounts for 0.19% of the portfolio, ranked #53.

Sunburst Financial Group first reported a position in IBM in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.48M in Q3 2024. 3,629 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Sunburst Financial Group held 4,093 shares of IBM worth $1.15M as of Q2 2026.
  • Sunburst Financial Group bought 2 IBM shares in Q2 2026, an estimated $504.
  • IBM made up 0.19% of Sunburst Financial Group's portfolio in Q2 2026, its #53 holding.
  • Sunburst Financial Group first reported a position in IBM in Q4 2023 and has held it in 11 quarters since.
  • Sunburst Financial Group's IBM position peaked at $1.48M in Q3 2024.
  • 3,629 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Sunburst Financial Group's 13F filing for Q2 2026, filed 8 Jul 2026.