AWM
IBM icon

Abound Wealth Management’s IBM IBM Stock Holding History

Abound 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 		$184K Sell
655
-124
-16% -$31.2K 0.04% 105
2026
Q1 		$189K Buy
779
+40
+5% +$10.8K 0.04% 98
2025
Q4 		$219K Buy
739
+20
+3% +$5.99K 0.05% 83
2025
Q3 		$203K Buy
719
+25
+4% +$6.54K 0.05% 84
2025
Q2 		$205K Buy
694
+6
+0.9% +$1.55K 0.06% 76
2025
Q1 		$171K Buy
688
+14
+2% +$3.42K 0.06% 78
2024
Q4 		$148K Buy
674
+21
+3% +$4.68K 0.05% 79
2024
Q3 		$144K Hold
653
– – 0.05% 79
2024
Q2 		$113K Sell
653
-28
-4% -$4.87K 0.04% 86
2024
Q1 		$130K Buy
681
+29
+4% +$5.29K 0.05% 74
2023
Q4 		$107K Sell
652
-13
-2% -$1.96K 0.04% 84
2023
Q3 		$93.4K Buy
665
+12
+2% +$1.71K 0.04% 79
2023
Q2 		$87.4K Buy
653
+13
+2% +$1.68K 0.04% 86
2023
Q1 		$83.9K Buy
640
+165
+35% +$22.1K 0.04% 86
2022
Q4 		$66.9K Buy
475
+28
+6% +$3.86K 0.03% 91
2022
Q3 		$53.1K Buy
+447
New +$58.7K 0.03% 105

Other funds holding IBM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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

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

Abound Wealth Management reduced its IBM (IBM) stake by 16% in Q2 2026, selling an estimated $31.2K and leaving 655 shares worth $184K. The position accounts for 0.04% of the portfolio, ranked #105.

Abound Wealth Management first reported a position in IBM in Q3 2022 and has held it in 16 quarters since. The position peaked at $219K in Q4 2025. 2,145 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Abound Wealth Management held 655 shares of IBM worth $184K as of Q2 2026.
  • Abound Wealth Management sold 124 IBM shares in Q2 2026, an estimated $31.2K.
  • IBM made up 0.04% of Abound Wealth Management's portfolio in Q2 2026, its #105 holding.
  • Abound Wealth Management first reported a position in IBM in Q3 2022 and has held it in 16 quarters since.
  • Abound Wealth Management's IBM position peaked at $219K in Q4 2025.
  • 2,145 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Abound Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.