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SwitchPoint Financial Planning’s IBM IBM Stock Holding History

SwitchPoint Financial Planning’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 		$573K Sell
2,037
-9
-0.4% -$2.27K 0.33% 43
2026
Q1 		$496K Buy
2,046
+525
+35% +$142K 0.34% 43
2025
Q4 		$450K Buy
+1,521
New +$456K 0.32% 42

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

SwitchPoint Financial Planning's IBM Position: Q2 2026 in Review

SwitchPoint Financial Planning reduced its IBM (IBM) stake by 0.44% in Q2 2026, selling an estimated $2.27K and leaving 2,037 shares worth $573K. The position accounts for 0.33% of the portfolio, ranked #43.

SwitchPoint Financial Planning first reported a position in IBM in Q4 2025 and has held it in 3 quarters since. 3,632 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • SwitchPoint Financial Planning held 2,037 shares of IBM worth $573K as of Q2 2026.
  • SwitchPoint Financial Planning sold 9 IBM shares in Q2 2026, an estimated $2.27K.
  • IBM made up 0.33% of SwitchPoint Financial Planning's portfolio in Q2 2026, its #43 holding.
  • SwitchPoint Financial Planning first reported a position in IBM in Q4 2025 and has held it in 3 quarters since.
  • 3,632 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on SwitchPoint Financial Planning's 13F filing for Q2 2026, filed 17 Aug 2026.