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AAF Wealth Management’s IBM IBM Stock Holding History

AAF 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 		$255K Buy
+905
New +$228K 0.09% 50
2025
Q2 		– Sell
-831
Closed -$207K – 51
2025
Q1 		$207K Buy
+831
New +$203K 0.11% 45

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

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

AAF Wealth Management opened a new position in IBM (IBM) in Q2 2026: 905 shares worth $255K. The stake represents 0.09% of the portfolio and ranks #50 among its holdings. This is a return to the name: AAF Wealth Management previously reported a position in IBM as recently as Q1 2025.

AAF Wealth Management first reported a position in IBM in Q1 2025 and has held it in 2 quarters since. 1,810 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • AAF Wealth Management held 905 shares of IBM worth $255K as of Q2 2026.
  • IBM was a new AAF Wealth Management position in Q2 2026.
  • IBM made up 0.09% of AAF Wealth Management's portfolio in Q2 2026, its #50 holding.
  • AAF Wealth Management first reported a position in IBM in Q1 2025 and has held it in 2 quarters since.
  • 1,810 funds tracked by Wall St. Rank held IBM as of Q2 2026.

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