V2 Financial group’s IBM IBM Stock Holding History

V2 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	$263K	Buy	1,086 +6	+0.6%	+$1.62K	0.12%	90
2025 Q4	$320K	Hold	1,080	–	–	0.16%	74
2025 Q3	$305K	Hold	1,080	–	–	0.17%	71
2025 Q2	$318K	Buy	1,080 +30	+3%	+$7.73K	0.19%	64
2025 Q1	$261K	Hold	1,050	–	–	0.17%	67
2024 Q4	$231K	Hold	1,050	–	–	0.14%	74
2024 Q3	$232K	Sell	1,050 -50	-5%	-$9.8K	0.15%	71
2024 Q2	$211K	Hold	1,100	–	–	0.14%	75
2024 Q1	$210K	Buy	+1,100	New	+$201K	0.14%	71
2022 Q3	–	Sell	-1,418	Closed	-$200K	–	58
2022 Q2	$200K	Sell	1,418 -18,571	-93%	-$2.51M	0.16%	59
2022 Q1	$2.6M	Sell	19,989 -8,704	-30%	-$1.14M	1.98%	10
2021 Q4	$3.84M	Buy	28,693 +11,654	+68%	+$1.46M	2.98%	7
2021 Q3	$2.26M	Sell	17,039 -739	-4%	-$98.8K	1.95%	12
2021 Q2	$2.49M	Sell	17,778 -404	-2%	-$55.2K	2.11%	9
2021 Q1	$2.32M	Buy	18,182 +2,953	+19%	+$353K	2.09%	8
2020 Q4	$1.83M	Buy	+15,229	New	+$1.76M	1.85%	8

Other funds holding IBM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

V2 Financial group's IBM Position: Q1 2026 in Review

V2 Financial group increased its IBM (IBM) stake by 0.56% in Q1 2026, buying an estimated $1.62K and bringing the position to 1,086 shares worth $263K. The position accounts for 0.12% of the portfolio, ranked #90.

V2 Financial group first reported a position in IBM in Q4 2020 and has held it in 16 quarters since. The position peaked at $3.84M in Q4 2021. 3,464 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

V2 Financial group held 1,086 shares of IBM worth $263K as of Q1 2026.
V2 Financial group bought 6 IBM shares in Q1 2026, an estimated $1.62K.
IBM made up 0.12% of V2 Financial group's portfolio in Q1 2026, its #90 holding.
V2 Financial group first reported a position in IBM in Q4 2020 and has held it in 16 quarters since.
V2 Financial group's IBM position peaked at $3.84M in Q4 2021.
3,464 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on V2 Financial group's 13F filing for Q1 2026, filed 4 May 2026.