VFG
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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
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 $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

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

Victory Financial Group increased its IBM (IBM) stake by 12% in Q1 2026, buying an estimated $64.7K and bringing the position to 2,314 shares worth $561K. The position accounts for 0.07% of the portfolio, ranked #183.

Victory Financial Group first reported a position in IBM in Q4 2024 and has held it in 6 quarters since. The position peaked at $626K in Q2 2025. 3,462 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • Victory Financial Group held 2,314 shares of IBM worth $561K as of Q1 2026.
  • Victory Financial Group bought 239 IBM shares in Q1 2026, an estimated $64.7K.
  • IBM made up 0.07% of Victory Financial Group's portfolio in Q1 2026, its #183 holding.
  • Victory Financial Group first reported a position in IBM in Q4 2024 and has held it in 6 quarters since.
  • Victory Financial Group's IBM position peaked at $626K in Q2 2025.
  • 3,462 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Victory Financial Group's 13F filing for Q1 2026, filed 27 Apr 2026.