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Abundance Wealth Counselors’s IBM IBM Stock Holding History

Abundance Wealth Counselors’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 		$4.74M Buy
16,854
+8,084
+92% +$2.04M 0.31% 46
2026
Q1 		$2.13M Buy
8,770
+297
+4% +$80.4K 0.3% 47
2025
Q4 		$2.51M Buy
8,473
+1,251
+17% +$375K 0.42% 35
2025
Q3 		$2.04M Sell
7,222
-177
-2% -$46.3K 0.35% 46
2025
Q2 		$2.18M Sell
7,399
-7,566
-51% -$1.95M 0.41% 40
2025
Q1 		$3.72M Sell
14,965
-61
-0.4% -$14.9K 0.78% 21
2024
Q4 		$3.3M Sell
15,026
-446
-3% -$99.3K 0.72% 19
2024
Q3 		$3.42M Buy
+15,472
New +$3.03M 0.71% 18
2024
Q2 		– Sell
-17,967
Closed -$3.43M – 98
2024
Q1 		$3.43M Buy
17,967
+660
+4% +$120K 0.79% 19
2023
Q4 		$2.83M Buy
17,307
+940
+6% +$142K 0.74% 21
2023
Q3 		$2.3M Buy
+16,367
New +$2.33M 0.66% 24
2023
Q2 		– Sell
-16,535
Closed -$2.17M – 97
2023
Q1 		$2.17M Buy
16,535
+697
+4% +$93.2K 0.55% 25
2022
Q4 		$2.23M Buy
15,838
+669
+4% +$92.3K 0.61% 25
2022
Q3 		$1.8M Buy
15,169
+402
+3% +$52.8K 0.52% 24
2022
Q2 		$2.08M Sell
14,767
-913
-6% -$123K 0.57% 20
2022
Q1 		$2.04M Buy
15,680
+1,006
+7% +$131K 0.55% 24
2021
Q4 		$1.96M Buy
+14,674
New +$1.84M 0.5% 24
2021
Q3 		– Sell
-13,924
Closed -$1.95M – 72
2021
Q2 		$1.95M Buy
13,924
+6,148
+79% +$841K 0.5% 20
2021
Q1 		$991K Buy
7,776
+1,579
+25% +$189K 0.25% 43
2020
Q4 		$746K Buy
6,197
+95
+2% +$11K 0.19% 53
2020
Q3 		$710K Buy
6,102
+20
+0.3% +$2.35K 0.2% 48
2020
Q2 		$702K Buy
+6,082
New +$706K 0.21% 36

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
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
BHIA
Birch Hill Investment Advisors Boston, Massachusetts $2.47B AUM 20.95% 1-Year Est. Return

Abundance Wealth Counselors's IBM Position: Q2 2026 in Review

Abundance Wealth Counselors increased its IBM (IBM) stake by 92% in Q2 2026, buying an estimated $2.04M and bringing the position to 16,854 shares worth $4.74M. The position accounts for 0.31% of the portfolio, ranked #46.

Abundance Wealth Counselors first reported a position in IBM in Q2 2020 and has held it in 22 quarters since. 1,112 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Abundance Wealth Counselors held 16,854 shares of IBM worth $4.74M as of Q2 2026.
  • Abundance Wealth Counselors bought 8,084 IBM shares in Q2 2026, an estimated $2.04M.
  • IBM made up 0.31% of Abundance Wealth Counselors's portfolio in Q2 2026, its #46 holding.
  • Abundance Wealth Counselors first reported a position in IBM in Q2 2020 and has held it in 22 quarters since.
  • 1,112 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Abundance Wealth Counselors's 13F filing for Q2 2026, filed 23 Jul 2026.