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USA Financial Formulas’s IBM IBM Stock Holding History

USA Financial Formulas’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 		– Sell
-460
Closed -$136K – 482
2025
Q4 		$136K Sell
460
-192
-29% -$57.5K 0.02% 170
2025
Q3 		$184K Sell
652
-118
-15% -$30.9K 0.03% 149
2025
Q2 		$227K Sell
770
-143
-16% -$36.8K 0.04% 130
2025
Q1 		$227K Buy
+913
New +$223K 0.04% 125
2024
Q1 		– Sell
-9
Closed -$1.47K – 359
2023
Q4 		$1.47K Hold
9
– – ﹤0.01% 311
2023
Q3 		$1.26K Hold
9
– – ﹤0.01% 385
2023
Q2 		$1.2K Hold
9
– – ﹤0.01% 357
2023
Q1 		$1.18K Buy
+9
New +$1.2K ﹤0.01% 280
2022
Q3 		$1.21M Buy
10,203
+10,193
+101,930% +$1.34M 1.91% 16
2022
Q2 		$1K Hold
10
– – ﹤0.01% 268
2022
Q1 		$1K Sell
10
-4
-29% -$522 ﹤0.01% 303
2021
Q4 		$2K Sell
14
-6,915
-100% -$867K ﹤0.01% 264
2021
Q3 		$920K Sell
6,929
-62
-0.9% -$8.29K 0.82% 62
2021
Q2 		$980K Buy
6,991
+6,922
+10,032% +$947K 0.82% 55
2021
Q1 		$9K Buy
69
+3
+5% +$359 0.01% 213
2020
Q4 		$8K Buy
66
+31
+89% +$3.58K 0.01% 189
2020
Q3 		$4K Buy
35
+4
+13% +$471 ﹤0.01% 180
2020
Q2 		$4K Buy
31
+9
+41% +$1.04K ﹤0.01% 99
2020
Q1 		$2K Buy
22
+4
+22% +$506 ﹤0.01% 175
2019
Q4 		$2K Buy
+18
New +$2.34K ﹤0.01% 201

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

USA Financial Formulas's IBM Position: Q1 2026 in Review

USA Financial Formulas sold out of IBM (IBM) in Q1 2026, closing a stake of 460 shares — an estimated $136K sold.

USA Financial Formulas first reported a position in IBM in Q4 2019 and held it in 20 quarters. The position peaked at $1.21M in Q3 2022. 3,465 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • USA Financial Formulas reported no remaining IBM position as of Q1 2026 after selling out during the quarter.
  • USA Financial Formulas sold 460 IBM shares in Q1 2026, an estimated $136K.
  • USA Financial Formulas first reported a position in IBM in Q4 2019 and held it in 20 quarters.
  • USA Financial Formulas's IBM position peaked at $1.21M in Q3 2022.
  • 3,465 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on USA Financial Formulas's 13F filing for Q1 2026, filed 14 Apr 2026.