ABLE Financial Group’s IBM IBM Stock Holding History

ABLE Financial Group’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	$537K	Sell	1,911 -68	-3%	-$17.1K	0.09%	138
2026 Q1	$480K	Sell	1,979 -132	-6%	-$35.7K	0.09%	140
2025 Q4	$625K	Buy	2,111 +439	+26%	+$131K	0.13%	116
2025 Q3	$472K	Buy	1,672 +11	+0.7%	+$2.88K	0.1%	125
2025 Q2	$490K	Sell	1,661 -105	-6%	-$27.1K	0.12%	124
2025 Q1	$439K	Buy	1,766 +105	+6%	+$25.7K	0.12%	116
2024 Q4	$365K	Sell	1,661 -12	-0.7%	-$2.67K	0.11%	130
2024 Q3	$370K	Hold	1,673	–	–	0.11%	128
2024 Q2	$289K	Buy	1,673 +300	+22%	+$52.1K	0.1%	139
2024 Q1	$262K	Sell	1,373 -1	-0.1%	-$182	0.1%	131
2023 Q4	$225K	Sell	1,374 -2,972	-68%	-$449K	0.1%	138
2023 Q3	$610K	Sell	4,346 -7,786	-64%	-$1.11M	0.3%	63
2023 Q2	$1.62M	Buy	12,132 +1,955	+19%	+$252K	0.84%	28
2023 Q1	$1.33M	Buy	+10,177	New	+$1.36M	0.87%	29

Other funds holding IBM

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

ABLE Financial Group's IBM Position: Q2 2026 in Review

ABLE Financial Group reduced its IBM (IBM) stake by 3.4% in Q2 2026, selling an estimated $17.1K and leaving 1,911 shares worth $537K. The position accounts for 0.09% of the portfolio, ranked #138.

ABLE Financial Group first reported a position in IBM in Q1 2023 and has held it in 14 quarters since. The position peaked at $1.62M in Q2 2023. 1,915 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

ABLE Financial Group held 1,911 shares of IBM worth $537K as of Q2 2026.
ABLE Financial Group sold 68 IBM shares in Q2 2026, an estimated $17.1K.
IBM made up 0.09% of ABLE Financial Group's portfolio in Q2 2026, its #138 holding.
ABLE Financial Group first reported a position in IBM in Q1 2023 and has held it in 14 quarters since.
ABLE Financial Group's IBM position peaked at $1.62M in Q2 2023.
1,915 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on ABLE Financial Group's 13F filing for Q2 2026, filed 22 Jul 2026.