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Abacus Wealth Partners’s IBM IBM Stock Holding History

Abacus Wealth Partners’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 		$334K Sell
1,189
-1,655
-58% -$417K 0.04% 220
2026
Q1 		$689K Buy
2,844
+9
+0.3% +$2.44K 0.06% 155
2025
Q4 		$840K Buy
2,835
+1,547
+120% +$463K 0.08% 123
2025
Q3 		$363K Sell
1,288
-155
-11% -$40.6K 0.05% 70
2025
Q2 		$425K Sell
1,443
-12
-0.8% -$3.09K 0.06% 65
2025
Q1 		$362K Buy
1,455
+121
+9% +$29.6K 0.05% 58
2024
Q4 		$293K Buy
1,334
+1
+0.1% +$223 0.04% 63
2024
Q3 		$295K Sell
1,333
-22
-2% -$4.31K 0.04% 68
2024
Q2 		$234K Buy
1,355
+48
+4% +$8.34K 0.04% 72
2024
Q1 		$250K Sell
1,307
-233
-15% -$42.5K 0.04% 78
2023
Q4 		$252K Buy
1,540
+17
+1% +$2.57K 0.04% 66
2023
Q3 		$214K Sell
1,523
-3,243
-68% -$461K 0.07% 68
2023
Q2 		$638K Sell
4,766
-355
-7% -$45.8K 0.19% 34
2023
Q1 		$633K Buy
5,121
+3,522
+220% +$471K 0.21% 36
2022
Q4 		$225K Buy
+1,599
New +$221K 0.08% 70
2022
Q3 		– Sell
-2,141
Closed -$302K – 81
2022
Q2 		$302K Buy
2,141
+14
+0.7% +$1.89K 0.16% 54
2022
Q1 		$277K Sell
2,127
-108
-5% -$14.1K 0.12% 64
2021
Q4 		$299K Sell
2,235
-447
-17% -$56.1K 0.11% 78
2021
Q3 		$356K Sell
2,682
-469
-15% -$62.7K 0.13% 61
2021
Q2 		$441K Sell
3,151
-562
-15% -$76.8K 0.17% 45
2021
Q1 		$473K Buy
3,713
+187
+5% +$22.4K 0.34% 43
2020
Q4 		$424K Buy
+3,526
New +$408K 0.37% 42

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

Abacus Wealth Partners's IBM Position: Q2 2026 in Review

Abacus Wealth Partners reduced its IBM (IBM) stake by 58% in Q2 2026, selling an estimated $417K and leaving 1,189 shares worth $334K. The position accounts for 0.04% of the portfolio, ranked #220.

Abacus Wealth Partners first reported a position in IBM in Q4 2020 and has held it in 22 quarters since. The position peaked at $840K in Q4 2025. 1,822 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Abacus Wealth Partners held 1,189 shares of IBM worth $334K as of Q2 2026.
  • Abacus Wealth Partners sold 1,655 IBM shares in Q2 2026, an estimated $417K.
  • IBM made up 0.04% of Abacus Wealth Partners's portfolio in Q2 2026, its #220 holding.
  • Abacus Wealth Partners first reported a position in IBM in Q4 2020 and has held it in 22 quarters since.
  • Abacus Wealth Partners's IBM position peaked at $840K in Q4 2025.
  • 1,822 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Abacus Wealth Partners's 13F filing for Q2 2026, filed 22 Jul 2026.