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1900 Wealth Management’s IBM IBM Stock Holding History

1900 Wealth Management’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 		$570K Buy
2,027
+877
+76% +$221K 0.03% 166
2026
Q1 		$279K Buy
1,150
+375
+48% +$101K 0.02% 222
2025
Q4 		$230K Hold
775
– – 0.01% 229
2025
Q3 		$219K Buy
+775
New +$203K 0.01% 223

Other funds holding IBM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

1900 Wealth Management's IBM Position: Q2 2026 in Review

1900 Wealth Management increased its IBM (IBM) stake by 76% in Q2 2026, buying an estimated $221K and bringing the position to 2,027 shares worth $570K. The position accounts for 0.03% of the portfolio, ranked #166.

1900 Wealth Management first reported a position in IBM in Q3 2025 and has held it in 4 quarters since. 2,022 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • 1900 Wealth Management held 2,027 shares of IBM worth $570K as of Q2 2026.
  • 1900 Wealth Management bought 877 IBM shares in Q2 2026, an estimated $221K.
  • IBM made up 0.03% of 1900 Wealth Management's portfolio in Q2 2026, its #166 holding.
  • 1900 Wealth Management first reported a position in IBM in Q3 2025 and has held it in 4 quarters since.
  • 2,022 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on 1900 Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.