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Woodward Financial Advisors’s IBM IBM Stock Holding History

Woodward 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 		$404K Buy
+1,437
New +$362K 0.14% 45
2026
Q1 		– Sell
-857
Closed -$254K – 63
2025
Q4 		$254K Sell
857
-51
-6% -$15.3K 0.1% 53
2025
Q3 		$256K Buy
908
+106
+13% +$27.7K 0.1% 52
2025
Q2 		$236K Buy
+802
New +$207K 0.1% 56

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

Woodward Financial Advisors's IBM Position: Q2 2026 in Review

Woodward Financial Advisors opened a new position in IBM (IBM) in Q2 2026: 1,437 shares worth $404K. The stake represents 0.14% of the portfolio and ranks #45 among its holdings. This is a return to the name: Woodward Financial Advisors previously reported a position in IBM as recently as Q4 2025.

Woodward Financial Advisors first reported a position in IBM in Q2 2025 and has held it in 4 quarters since. 3,643 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Woodward Financial Advisors held 1,437 shares of IBM worth $404K as of Q2 2026.
  • IBM was a new Woodward Financial Advisors position in Q2 2026.
  • IBM made up 0.14% of Woodward Financial Advisors's portfolio in Q2 2026, its #45 holding.
  • Woodward Financial Advisors first reported a position in IBM in Q2 2025 and has held it in 4 quarters since.
  • 3,643 funds tracked by Wall St. Rank held IBM as of Q2 2026.

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