TFG
IBM icon

Taylor Financial Group’s IBM IBM Stock Holding History

Taylor Financial Group’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 		$220K Sell
908
-337
-27% -$91.2K 0.13% 93
2025
Q4 		$369K Hold
1,245
– – 0.22% 77
2025
Q3 		$351K Hold
1,245
– – 0.2% 81
2025
Q2 		$367K Hold
1,245
– – 0.23% 78
2025
Q1 		$310K Hold
1,245
– – 0.22% 78
2024
Q4 		$274K Sell
1,245
-30
-2% -$6.68K 0.19% 79
2024
Q3 		$282K Hold
1,275
– – 0.19% 80
2024
Q2 		$221K Hold
1,275
– – 0.17% 82
2024
Q1 		$243K Hold
1,275
– – 0.19% 81
2023
Q4 		$209K Buy
+1,275
New +$193K 0.17% 86

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

Taylor Financial Group's IBM Position: Q1 2026 in Review

Taylor Financial Group reduced its IBM (IBM) stake by 27% in Q1 2026, selling an estimated $91.2K and leaving 908 shares worth $220K. The position accounts for 0.13% of the portfolio, ranked #93.

Taylor Financial Group first reported a position in IBM in Q4 2023 and has held it in 10 quarters since. The position peaked at $369K in Q4 2025. 3,462 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • Taylor Financial Group held 908 shares of IBM worth $220K as of Q1 2026.
  • Taylor Financial Group sold 337 IBM shares in Q1 2026, an estimated $91.2K.
  • IBM made up 0.13% of Taylor Financial Group's portfolio in Q1 2026, its #93 holding.
  • Taylor Financial Group first reported a position in IBM in Q4 2023 and has held it in 10 quarters since.
  • Taylor Financial Group's IBM position peaked at $369K in Q4 2025.
  • 3,462 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Taylor Financial Group's 13F filing for Q1 2026, filed 14 May 2026.