Symphony Financial Services
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Symphony Financial Services’s IBM IBM Stock Holding History

Symphony Financial Services’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
Q3 		– Sell
-744
Closed -$209K – 111
2026
Q2 		$209K Buy
+744
New +$187K 0.09% 102
2026
Q1 		– Sell
-741
Closed -$220K – 103
2025
Q4 		$220K Buy
741
+1
+0.1% +$299 0.11% 95
2025
Q3 		$209K Buy
740
+2
+0.3% +$524 0.11% 92
2025
Q2 		$218K Buy
+738
New +$190K 0.13% 78

Other funds holding IBM

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Symphony Financial Services's IBM Position: Q3 2026 in Review

Symphony Financial Services sold out of IBM (IBM) in Q3 2026, closing a stake of 744 shares — an estimated $209K sold.

Symphony Financial Services first reported a position in IBM in Q2 2025 and held it in 4 quarters. The position peaked at $220K in Q4 2025. 3,037 funds tracked by Wall St. Rank hold IBM as of Q3 2026.

  • Symphony Financial Services reported no remaining IBM position as of Q3 2026 after selling out during the quarter.
  • Symphony Financial Services sold 744 IBM shares in Q3 2026, an estimated $209K.
  • Symphony Financial Services first reported a position in IBM in Q2 2025 and held it in 4 quarters.
  • Symphony Financial Services's IBM position peaked at $220K in Q4 2025.
  • 3,037 funds tracked by Wall St. Rank held IBM as of Q3 2026.

Based on Symphony Financial Services's 13F filing for Q3 2026, filed 9 Nov 2026.