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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

SYM Financial Corp's IBM Position: Q1 2026 in Review

SYM Financial Corp increased its IBM (IBM) stake by 14% in Q1 2026, buying an estimated $97.7K and bringing the position to 3,017 shares worth $731K. The position accounts for 0.07% of the portfolio, ranked #82.

SYM Financial Corp first reported a position in IBM in Q2 2024 and has held it in 8 quarters since. The position peaked at $787K in Q4 2025. 3,464 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • SYM Financial Corp held 3,017 shares of IBM worth $731K as of Q1 2026.
  • SYM Financial Corp bought 361 IBM shares in Q1 2026, an estimated $97.7K.
  • IBM made up 0.07% of SYM Financial Corp's portfolio in Q1 2026, its #82 holding.
  • SYM Financial Corp first reported a position in IBM in Q2 2024 and has held it in 8 quarters since.
  • SYM Financial Corp's IBM position peaked at $787K in Q4 2025.
  • 3,464 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on SYM Financial Corp's 13F filing for Q1 2026, filed 8 May 2026.