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Wayfinding Financial’s IBM IBM Stock Holding History

Wayfinding Financial’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 		$748K Buy
2,663
+19
+0.7% +$4.79K 0.28% 66
2026
Q1 		$640K Buy
2,644
+62
+2% +$16.8K 0.28% 61
2025
Q4 		$764K Sell
2,582
-49
-2% -$14.7K 0.32% 53
2025
Q3 		$742K Sell
2,631
-11
-0.4% -$2.88K 0.32% 58
2025
Q2 		$665K Sell
2,642
-37
-1% -$9.53K 0.3% 60
2025
Q1 		$666K Buy
2,679
+30
+1% +$7.34K 0.29% 62
2024
Q4 		$582K Buy
+2,649
New +$590K 0.31% 61
2024
Q3 		– Sell
-2,497
Closed -$431K – 72
2024
Q2 		$431K Sell
2,497
-10
-0.4% -$1.74K 0.24% 76
2024
Q1 		$425K Sell
2,507
-48
-2% -$8.76K 0.25% 75
2023
Q4 		$417K Sell
2,555
-21
-0.8% -$3.17K 0.28% 66
2023
Q3 		$362K Buy
2,576
+51
+2% +$7.26K 0.27% 65
2023
Q2 		$362K Buy
2,525
+18
+0.7% +$2.32K 0.25% 65
2023
Q1 		$328K Sell
2,507
-51
-2% -$6.82K 0.25% 67
2022
Q4 		$338K Buy
2,558
+166
+7% +$22.9K 0.27% 62
2022
Q3 		$284K Sell
2,392
-339
-12% -$44.5K 0.27% 59
2022
Q2 		$385K Buy
2,731
+157
+6% +$21.2K 0.34% 52
2022
Q1 		$354K Buy
2,574
+16
+0.6% +$2.09K 0.3% 54
2021
Q4 		$338K Buy
+2,558
New +$321K 0.27% 62

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

Wayfinding Financial's IBM Position: Q2 2026 in Review

Wayfinding Financial increased its IBM (IBM) stake by 0.72% in Q2 2026, buying an estimated $4.79K and bringing the position to 2,663 shares worth $748K. The position accounts for 0.28% of the portfolio, ranked #66.

Wayfinding Financial first reported a position in IBM in Q4 2021 and has held it in 18 quarters since. The position peaked at $764K in Q4 2025. 3,629 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Wayfinding Financial held 2,663 shares of IBM worth $748K as of Q2 2026.
  • Wayfinding Financial bought 19 IBM shares in Q2 2026, an estimated $4.79K.
  • IBM made up 0.28% of Wayfinding Financial's portfolio in Q2 2026, its #66 holding.
  • Wayfinding Financial first reported a position in IBM in Q4 2021 and has held it in 18 quarters since.
  • Wayfinding Financial's IBM position peaked at $764K in Q4 2025.
  • 3,629 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Wayfinding Financial's 13F filing for Q2 2026, filed 13 Aug 2026.