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AAFMAA Wealth Management & Trust’s IBM IBM Stock Holding History

AAFMAA Wealth Management & Trust’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 		$359K Sell
1,275
-14
-1% -$3.53K 0.13% 82
2026
Q1 		$312K Buy
1,289
+14
+1% +$3.79K 0.12% 84
2025
Q4 		$378K Buy
+1,275
New +$382K 0.15% 78

Other funds holding IBM

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 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
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
WG
Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return

AAFMAA Wealth Management & Trust's IBM Position: Q2 2026 in Review

AAFMAA Wealth Management & Trust reduced its IBM (IBM) stake by 1.1% in Q2 2026, selling an estimated $3.53K and leaving 1,275 shares worth $359K. The position accounts for 0.13% of the portfolio, ranked #82.

AAFMAA Wealth Management & Trust first reported a position in IBM in Q4 2025 and has held it in 3 quarters since. The position peaked at $378K in Q4 2025. 1,245 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • AAFMAA Wealth Management & Trust held 1,275 shares of IBM worth $359K as of Q2 2026.
  • AAFMAA Wealth Management & Trust sold 14 IBM shares in Q2 2026, an estimated $3.53K.
  • IBM made up 0.13% of AAFMAA Wealth Management & Trust's portfolio in Q2 2026, its #82 holding.
  • AAFMAA Wealth Management & Trust first reported a position in IBM in Q4 2025 and has held it in 3 quarters since.
  • AAFMAA Wealth Management & Trust's IBM position peaked at $378K in Q4 2025.
  • 1,245 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on AAFMAA Wealth Management & Trust's 13F filing for Q2 2026, filed 8 Jul 2026.