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SYM Financial Corp’s IBM IBM Stock Holding History

SYM Financial Corp’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 		$872K Buy
3,102
+85
+3% +$21.4K 0.07% 84
2026
Q1 		$731K Buy
3,017
+361
+14% +$97.7K 0.07% 82
2025
Q4 		$787K Buy
2,656
+39
+1% +$11.7K 0.08% 70
2025
Q3 		$738K Sell
2,617
-8
-0.3% -$2.09K 0.08% 73
2025
Q2 		$774K Buy
2,625
+130
+5% +$33.5K 0.09% 76
2025
Q1 		$620K Buy
2,495
+196
+9% +$47.9K 0.08% 81
2024
Q4 		$505K Buy
2,299
+496
+28% +$110K 0.07% 92
2024
Q3 		$399K Buy
1,803
+102
+6% +$20K 0.05% 89
2024
Q2 		$294K Buy
+1,701
New +$296K 0.05% 99

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

SYM Financial Corp's IBM Position: Q2 2026 in Review

SYM Financial Corp increased its IBM (IBM) stake by 2.8% in Q2 2026, buying an estimated $21.4K and bringing the position to 3,102 shares worth $872K. The position accounts for 0.07% of the portfolio, ranked #84.

SYM Financial Corp first reported a position in IBM in Q2 2024 and has held it in 9 quarters since. 3,637 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • SYM Financial Corp held 3,102 shares of IBM worth $872K as of Q2 2026.
  • SYM Financial Corp bought 85 IBM shares in Q2 2026, an estimated $21.4K.
  • IBM made up 0.07% of SYM Financial Corp's portfolio in Q2 2026, its #84 holding.
  • SYM Financial Corp first reported a position in IBM in Q2 2024 and has held it in 9 quarters since.
  • 3,637 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on SYM Financial Corp's 13F filing for Q2 2026, filed 4 Aug 2026.