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Symphony Financial’s IBM IBM Stock Holding History

Symphony Financial’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 		$986K Buy
3,539
+1,087
+44% +$274K 0.11% 129
2026
Q1 		$585K Sell
2,452
-69
-3% -$18.7K 0.08% 150
2025
Q4 		$762K Sell
2,521
-4,329
-63% -$1.3M 0.1% 124
2025
Q3 		$1.97M Sell
6,850
-2,997
-30% -$784K 0.24% 85
2025
Q2 		$1.93M Buy
+9,847
New +$2.54M 0.25% 80

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 $3.38T AUM 44.17% 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

Symphony Financial's IBM Position: Q2 2026 in Review

Symphony Financial increased its IBM (IBM) stake by 44% in Q2 2026, buying an estimated $274K and bringing the position to 3,539 shares worth $986K. The position accounts for 0.11% of the portfolio, ranked #129.

Symphony Financial first reported a position in IBM in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.97M in Q3 2025. 3,643 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Symphony Financial held 3,539 shares of IBM worth $986K as of Q2 2026.
  • Symphony Financial bought 1,087 IBM shares in Q2 2026, an estimated $274K.
  • IBM made up 0.11% of Symphony Financial's portfolio in Q2 2026, its #129 holding.
  • Symphony Financial first reported a position in IBM in Q2 2025 and has held it in 5 quarters since.
  • Symphony Financial's IBM position peaked at $1.97M in Q3 2025.
  • 3,643 funds tracked by Wall St. Rank held IBM as of Q2 2026.

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