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Widmann Financial Services’s IBM IBM Stock Holding History

Widmann Financial Services’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 		$4.18M Sell
14,849
-208
-1% -$52.4K 2.24% 12
2026
Q1 		$3.65M Sell
15,057
-18
-0.1% -$4.87K 2.17% 12
2025
Q4 		$4.47M Buy
15,075
+12
+0.1% +$3.59K 2.73% 10
2025
Q3 		$4.25M Buy
15,063
+25
+0.2% +$6.54K 2.67% 9
2025
Q2 		$4.43M Sell
15,038
-51
-0.3% -$13.1K 3.09% 7
2025
Q1 		$3.75M Buy
15,089
+293
+2% +$71.7K 2.91% 9
2024
Q4 		$3.25M Sell
14,796
-138
-0.9% -$30.7K 2.52% 10
2024
Q3 		$3.3M Sell
14,934
-46
-0.3% -$9.02K 2.5% 11
2024
Q2 		$2.59M Buy
14,980
+270
+2% +$46.9K 2.11% 10
2024
Q1 		$2.81M Sell
14,710
-542
-4% -$98.9K 2.36% 11
2023
Q4 		$2.49M Sell
15,252
-17
-0.1% -$2.57K 2.25% 11
2023
Q3 		$2.14M Sell
15,269
-91
-0.6% -$12.9K 2.13% 13
2023
Q2 		$2.06M Buy
15,360
+253
+2% +$32.7K 1.97% 14
2023
Q1 		$1.98M Sell
15,107
-43
-0.3% -$5.75K 2% 15
2022
Q4 		$2.13M Buy
15,150
+145
+1% +$20K 2.23% 13
2022
Q3 		$1.78M Buy
15,005
+742
+5% +$97.4K 1.97% 16
2022
Q2 		$2.01M Buy
14,263
+401
+3% +$54.1K 2.08% 16
2022
Q1 		$1.8M Buy
13,862
+580
+4% +$75.6K 1.6% 19
2021
Q4 		$1.77M Buy
+13,282
New +$1.67M 1.46% 20

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

Widmann Financial Services's IBM Position: Q2 2026 in Review

Widmann Financial Services reduced its IBM (IBM) stake by 1.4% in Q2 2026, selling an estimated $52.4K and leaving 14,849 shares worth $4.18M. The position accounts for 2.24% of the portfolio, ranked #12.

Widmann Financial Services first reported a position in IBM in Q4 2021 and has held it in 19 quarters since. The position peaked at $4.47M in Q4 2025. 3,633 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Widmann Financial Services held 14,849 shares of IBM worth $4.18M as of Q2 2026.
  • Widmann Financial Services sold 208 IBM shares in Q2 2026, an estimated $52.4K.
  • IBM made up 2.24% of Widmann Financial Services's portfolio in Q2 2026, its #12 holding.
  • Widmann Financial Services first reported a position in IBM in Q4 2021 and has held it in 19 quarters since.
  • Widmann Financial Services's IBM position peaked at $4.47M in Q4 2025.
  • 3,633 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Widmann Financial Services's 13F filing for Q2 2026, filed 14 Aug 2026.