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Vaughan & Co Securities’s IBM IBM Stock Holding History

Vaughan & Co Securities’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 		$805K Sell
2,864
-171
-6% -$43.1K 0.38% 27
2026
Q1 		$736K Sell
3,035
-106
-3% -$28.7K 0.38% 31
2025
Q4 		$930K Sell
3,141
-220
-7% -$65.9K 0.48% 18
2025
Q3 		$948K Buy
3,361
+127
+4% +$33.2K 0.5% 18
2025
Q2 		$953K Buy
3,234
+53
+2% +$13.7K 0.55% 18
2025
Q1 		$791K Sell
3,181
-962
-23% -$235K 0.49% 22
2024
Q4 		$911K Sell
4,143
-212
-5% -$47.2K 0.55% 19
2024
Q3 		$963K Sell
4,355
-95
-2% -$18.6K 0.57% 18
2024
Q2 		$770K Sell
4,450
-231
-5% -$40.1K 0.49% 22
2024
Q1 		$894K Sell
4,681
-598
-11% -$109K 0.57% 18
2023
Q4 		$863K Sell
5,279
-824
-14% -$125K 0.58% 20
2023
Q3 		$856K Hold
6,103
– – 0.64% 19
2023
Q2 		$817K Sell
6,103
-25
-0.4% -$3.23K 0.58% 21
2023
Q1 		$803K Buy
6,128
+17
+0.3% +$2.27K 0.6% 21
2022
Q4 		$861K Sell
6,111
-278
-4% -$38.3K 0.69% 18
2022
Q3 		$759K Sell
6,389
-128
-2% -$16.8K 0.66% 15
2022
Q2 		$920K Sell
6,517
-419
-6% -$56.6K 0.74% 15
2022
Q1 		$902K Sell
6,936
-205
-3% -$26.7K 0.62% 18
2021
Q4 		$954K Buy
7,141
+977
+16% +$123K 0.65% 13
2021
Q3 		$819K Hold
6,164
– – 0.61% 17
2021
Q2 		$864K Hold
6,164
– – 0.64% 14
2021
Q1 		$785K Buy
+6,164
New +$738K 0.63% 13
2020
Q2 		– Sell
-1,146
Closed -$122K – 91
2020
Q1 		$122K Hold
1,146
– – 0.15% 54
2019
Q4 		$147K Buy
+1,146
New +$149K 0.13% 57

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 $3.37T AUM 44.26% 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

Vaughan & Co Securities's IBM Position: Q2 2026 in Review

Vaughan & Co Securities reduced its IBM (IBM) stake by 5.6% in Q2 2026, selling an estimated $43.1K and leaving 2,864 shares worth $805K. The position accounts for 0.38% of the portfolio, ranked #27.

Vaughan & Co Securities first reported a position in IBM in Q4 2019 and has held it in 24 quarters since. The position peaked at $963K in Q3 2024. 3,629 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Vaughan & Co Securities held 2,864 shares of IBM worth $805K as of Q2 2026.
  • Vaughan & Co Securities sold 171 IBM shares in Q2 2026, an estimated $43.1K.
  • IBM made up 0.38% of Vaughan & Co Securities's portfolio in Q2 2026, its #27 holding.
  • Vaughan & Co Securities first reported a position in IBM in Q4 2019 and has held it in 24 quarters since.
  • Vaughan & Co Securities's IBM position peaked at $963K in Q3 2024.
  • 3,629 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Vaughan & Co Securities's 13F filing for Q2 2026, filed 3 Aug 2026.