4A
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4Wealth Advisors’s IBM IBM Stock Holding History

4Wealth 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 		$719K Sell
2,587
-96
-4% -$24.2K 0.55% 58
2026
Q1 		$637K Buy
2,683
+51
+2% +$13.8K 0.54% 61
2025
Q4 		$780K Buy
2,632
+9
+0.3% +$2.69K 0.67% 46
2025
Q3 		$740K Buy
2,623
+313
+14% +$81.9K 0.66% 46
2025
Q2 		$681K Sell
2,310
-23
-1% -$5.93K 0.69% 45
2025
Q1 		$580K Sell
2,333
-42
-2% -$10.3K 0.63% 51
2024
Q4 		$522K Buy
+2,375
New +$529K 0.52% 65

Other funds holding IBM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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
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
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

4Wealth Advisors's IBM Position: Q2 2026 in Review

4Wealth Advisors reduced its IBM (IBM) stake by 3.6% in Q2 2026, selling an estimated $24.2K and leaving 2,587 shares worth $719K. The position accounts for 0.55% of the portfolio, ranked #58.

4Wealth Advisors first reported a position in IBM in Q4 2024 and has held it in 7 quarters since. The position peaked at $780K in Q4 2025. 1,810 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • 4Wealth Advisors held 2,587 shares of IBM worth $719K as of Q2 2026.
  • 4Wealth Advisors sold 96 IBM shares in Q2 2026, an estimated $24.2K.
  • IBM made up 0.55% of 4Wealth Advisors's portfolio in Q2 2026, its #58 holding.
  • 4Wealth Advisors first reported a position in IBM in Q4 2024 and has held it in 7 quarters since.
  • 4Wealth Advisors's IBM position peaked at $780K in Q4 2025.
  • 1,810 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on 4Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.