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William Howard & Co Financial Advisors’s IBM IBM Stock Holding History

William Howard & Co Financial Advisors’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 		$239K Hold
850
– – 0.19% 53
2026
Q1 		$206K Sell
850
-37
-4% -$10K 0.18% 53
2025
Q4 		$263K Hold
887
– – 0.22% 47
2025
Q3 		$250K Hold
887
– – 0.21% 48
2025
Q2 		$261K Hold
887
– – 0.23% 46
2025
Q1 		$221K Buy
+887
New +$217K 0.21% 50

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

William Howard & Co Financial Advisors's IBM Position: Q2 2026 in Review

William Howard & Co Financial Advisors held its IBM (IBM) position steady in Q2 2026 at 850 shares worth $239K. The position accounts for 0.19% of the portfolio, ranked #53.

William Howard & Co Financial Advisors first reported a position in IBM in Q1 2025 and has held it in 6 quarters since. The position peaked at $263K in Q4 2025. 3,611 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • William Howard & Co Financial Advisors held 850 shares of IBM worth $239K as of Q2 2026.
  • William Howard & Co Financial Advisors left its IBM share count unchanged in Q2 2026.
  • IBM made up 0.19% of William Howard & Co Financial Advisors's portfolio in Q2 2026, its #53 holding.
  • William Howard & Co Financial Advisors first reported a position in IBM in Q1 2025 and has held it in 6 quarters since.
  • William Howard & Co Financial Advisors's IBM position peaked at $263K in Q4 2025.
  • 3,611 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on William Howard & Co Financial Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.