XF
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XML Financial’s IBM IBM Stock Holding History

XML 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 		$8.22M Sell
29,225
-1,145
-4% -$288K 0.6% 48
2026
Q1 		$7.36M Buy
30,370
+864
+3% +$234K 0.59% 51
2025
Q4 		$8.74M Sell
29,506
-4,131
-12% -$1.24M 0.71% 38
2025
Q3 		$9.49M Sell
33,637
-917
-3% -$240K 0.77% 35
2025
Q2 		$10.2M Sell
34,554
-28
-0.1% -$7.21K 0.88% 32
2025
Q1 		$8.6M Buy
34,582
+529
+2% +$129K 0.8% 34
2024
Q4 		$7.49M Sell
34,053
-371
-1% -$82.6K 0.69% 41
2024
Q3 		$7.61M Sell
34,424
-273
-0.8% -$53.5K 0.71% 38
2024
Q2 		$6M Sell
34,697
-1,593
-4% -$277K 0.6% 48
2024
Q1 		$6.93M Sell
36,290
-5,733
-14% -$1.05M 0.71% 38
2023
Q4 		$6.87M Buy
42,023
+93
+0.2% +$14.1K 0.72% 43
2023
Q3 		$5.88M Sell
41,930
-725
-2% -$103K 0.71% 45
2023
Q2 		$5.71M Buy
42,655
+403
+1% +$52K 0.66% 46
2023
Q1 		$5.54M Buy
42,252
+337
+0.8% +$45.1K 0.67% 48
2022
Q4 		$5.91M Buy
41,915
+884
+2% +$122K 0.74% 45
2022
Q3 		$4.88M Buy
41,031
+39,164
+2,098% +$5.14M 0.68% 46
2022
Q2 		$264K Sell
1,867
-37,679
-95% -$5.09M 0.06% 184
2022
Q1 		$5.14M Sell
39,546
-3
-0% -$391 0.61% 53
2021
Q4 		$5.29M Sell
39,549
-2,141
-5% -$269K 0.64% 50
2021
Q3 		$5.54M Buy
41,690
+38,554
+1,229% +$5.15M 0.74% 40
2021
Q2 		$439K Buy
3,136
+314
+11% +$42.9K 0.1% 151
2021
Q1 		$360K Sell
2,822
-328
-10% -$39.3K 0.09% 154
2020
Q4 		$379K Buy
3,150
+563
+22% +$65.1K 0.1% 149
2020
Q3 		$301K Sell
2,587
-156
-6% -$18.4K 0.09% 148
2020
Q2 		$317K Buy
2,743
+20
+0.7% +$2.32K 0.11% 142
2020
Q1 		$289K Buy
2,723
+228
+9% +$28.8K 0.12% 124
2019
Q4 		$320K Buy
+2,495
New +$324K 0.12% 133

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

XML Financial's IBM Position: Q2 2026 in Review

XML Financial reduced its IBM (IBM) stake by 3.8% in Q2 2026, selling an estimated $288K and leaving 29,225 shares worth $8.22M. The position accounts for 0.6% of the portfolio, ranked #48.

XML Financial first reported a position in IBM in Q4 2019 and has held it in 27 quarters since. The position peaked at $10.2M in Q2 2025. 3,625 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • XML Financial held 29,225 shares of IBM worth $8.22M as of Q2 2026.
  • XML Financial sold 1,145 IBM shares in Q2 2026, an estimated $288K.
  • IBM made up 0.6% of XML Financial's portfolio in Q2 2026, its #48 holding.
  • XML Financial first reported a position in IBM in Q4 2019 and has held it in 27 quarters since.
  • XML Financial's IBM position peaked at $10.2M in Q2 2025.
  • 3,625 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on XML Financial's 13F filing for Q2 2026, filed 24 Jul 2026.