Zhang Financial’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $4.1M | Sell |
14,588
-8,751
| -37% | -$2.2M | 0.12% | 90 |
|
|
2026
Q1 | $5.66M | Buy |
23,339
+2,968
| +15% | +$803K | 0.2% | 71 |
|
|
2025
Q4 | $6.03M | Buy |
20,371
+355
| +2% | +$106K | 0.23% | 60 |
|
|
2025
Q3 | $5.65M | Buy |
20,016
+935
| +5% | +$245K | 0.23% | 59 |
|
|
2025
Q2 | $5.62M | Sell |
19,081
-28
| -0.1% | -$7.21K | 0.26% | 53 |
|
|
2025
Q1 | $4.75M | Buy |
19,109
+1,032
| +6% | +$252K | 0.25% | 55 |
|
|
2024
Q4 | $3.97M | Buy |
18,077
+686
| +4% | +$153K | 0.23% | 55 |
|
|
2024
Q3 | $3.84M | Buy |
17,391
+74
| +0.4% | +$14.5K | 0.24% | 55 |
|
|
2024
Q2 | $2.99M | Buy |
17,317
+2,667
| +18% | +$463K | 0.21% | 64 |
|
|
2024
Q1 | $2.8M | Buy |
14,650
+2,833
| +24% | +$517K | 0.21% | 66 |
|
|
2023
Q4 | $1.93M | Sell |
11,817
-186
| -2% | -$28.1K | 0.17% | 74 |
|
|
2023
Q3 | $1.68M | Sell |
12,003
-2,399
| -17% | -$341K | 0.17% | 74 |
|
|
2023
Q2 | $1.93M | Sell |
14,402
-2,377
| -14% | -$307K | 0.2% | 66 |
|
|
2023
Q1 | $2.2M | Buy |
16,779
+52
| +0.3% | +$6.96K | 0.25% | 63 |
|
|
2022
Q4 | $2.36M | Sell |
16,727
-91
| -0.5% | -$12.6K | 0.3% | 55 |
|
|
2022
Q3 | $2M | Buy |
16,818
+247
| +1% | +$32.4K | 0.3% | 54 |
|
|
2022
Q2 | $2.34M | Sell |
16,571
-10,000
| -38% | -$1.35M | 0.38% | 45 |
|
|
2022
Q1 | $3.46M | Buy |
26,571
+28
| +0.1% | +$3.65K | 0.58% | 29 |
|
|
2021
Q4 | $3.55M | Buy |
26,543
+23,776
| +859% | +$2.98M | 0.63% | 26 |
|
|
2021
Q3 | $367K | Sell |
2,767
-104
| -4% | -$13.9K | 0.08% | 110 |
|
|
2021
Q2 | $402K | Buy |
2,871
+104
| +4% | +$14.2K | 0.1% | 88 |
|
|
2021
Q1 | $352K | Sell |
2,767
-760
| -22% | -$91K | 0.09% | 87 |
|
|
2020
Q4 | $424K | Buy |
3,527
+593
| +20% | +$68.5K | 0.13% | 70 |
|
|
2020
Q3 | $341K | Buy |
+2,934
| New | +$345K | 0.12% | 68 |
|
|
2018
Q1 | – | Sell |
-1,324
| Closed | -$207K | – | 82 |
|
|
2017
Q4 | $207K | Buy |
+1,324
| New | +$193K | 0.1% | 78 |
|
|
2017
Q2 | – | Sell |
-1,324
| Closed | -$207K | – | 80 |
|
|
2017
Q1 | $207K | Buy |
+1,324
| New | +$222K | 0.1% | 75 |
|
|
2016
Q3 | – | Sell |
-1,423
| Closed | -$206K | – | 76 |
|
|
2016
Q2 | $206K | Hold |
1,423
| – | – | 0.11% | 74 |
|
|
2016
Q1 | $206K | Buy |
+1,423
| New | +$182K | 0.12% | 68 |
|
|
2015
Q4 | – | Sell |
-1,485
| Closed | -$206K | – | 72 |
|
|
2015
Q3 | $206K | Hold |
1,485
| – | – | 0.13% | 64 |
|
|
2015
Q2 | $231K | Hold |
1,485
| – | – | 0.15% | 62 |
|
|
2015
Q1 | $228K | Hold |
1,485
| – | – | 0.14% | 64 |
|
|
2014
Q4 | $228K | Hold |
1,485
| – | – | 0.15% | 59 |
|
|
2014
Q3 | $270K | Hold |
1,485
| – | – | 0.18% | 53 |
|
|
2014
Q2 | $257K | Hold |
1,485
| – | – | 0.17% | 52 |
|
|
2014
Q1 | $273K | Hold |
1,485
| – | – | 0.2% | 48 |
|
|
2013
Q4 | $266K | Hold |
1,485
| – | – | 0.2% | 46 |
|
|
2013
Q3 | $263K | Hold |
1,485
| – | – | 0.21% | 47 |
|
|
2013
Q2 | $271K | Buy |
+1,485
| New | +$289K | 0.23% | 41 |
|
Other funds holding IBM
ECSS
Zhang Financial's IBM Position: Q2 2026 in Review
Zhang Financial reduced its IBM (IBM) stake by 37% in Q2 2026, selling an estimated $2.2M and leaving 14,588 shares worth $4.1M. The position accounts for 0.12% of the portfolio, ranked #90.
Zhang Financial first reported a position in IBM in Q2 2013 and has held it in 38 quarters since. The position peaked at $6.03M in Q4 2025. 1,810 funds tracked by Wall St. Rank hold IBM as of Q2 2026.
- Zhang Financial held 14,588 shares of IBM worth $4.1M as of Q2 2026.
- Zhang Financial sold 8,751 IBM shares in Q2 2026, an estimated $2.2M.
- IBM made up 0.12% of Zhang Financial's portfolio in Q2 2026, its #90 holding.
- Zhang Financial first reported a position in IBM in Q2 2013 and has held it in 38 quarters since.
- Zhang Financial's IBM position peaked at $6.03M in Q4 2025.
- 1,810 funds tracked by Wall St. Rank held IBM as of Q2 2026.
Based on Zhang Financial's 13F filing for Q2 2026, filed 30 Jul 2026.