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Victory Financial Group’s IBM IBM Stock Holding History

Victory 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
Q2 		$671K Buy
2,385
+71
+3% +$17.9K 0.07% 175
2026
Q1 		$561K Buy
2,314
+239
+12% +$64.7K 0.07% 183
2025
Q4 		$615K Buy
2,075
+326
+19% +$97.6K 0.08% 159
2025
Q3 		$492K Sell
1,749
-373
-18% -$97.6K 0.07% 150
2025
Q2 		$626K Buy
2,122
+782
+58% +$201K 0.1% 103
2025
Q1 		$331K Buy
1,340
+297
+28% +$72.6K 0.06% 125
2024
Q4 		$229K Buy
+1,043
New +$232K 0.06% 124

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

Victory Financial Group's IBM Position: Q2 2026 in Review

Victory Financial Group increased its IBM (IBM) stake by 3.1% in Q2 2026, buying an estimated $17.9K and bringing the position to 2,385 shares worth $671K. The position accounts for 0.07% of the portfolio, ranked #175.

Victory Financial Group first reported a position in IBM in Q4 2024 and has held it in 7 quarters since. 3,643 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Victory Financial Group held 2,385 shares of IBM worth $671K as of Q2 2026.
  • Victory Financial Group bought 71 IBM shares in Q2 2026, an estimated $17.9K.
  • IBM made up 0.07% of Victory Financial Group's portfolio in Q2 2026, its #175 holding.
  • Victory Financial Group first reported a position in IBM in Q4 2024 and has held it in 7 quarters since.
  • 3,643 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Victory Financial Group's 13F filing for Q2 2026, filed 29 Jul 2026.