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Accel Wealth Management’s IBM IBM Stock Holding History

Accel 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 		$1.64M Sell
5,821
-82
-1% -$20.7K 0.37% 67
2026
Q1 		$1.43M Buy
5,903
+1,227
+26% +$332K 0.37% 69
2025
Q4 		$1.39M Buy
4,676
+267
+6% +$80K 0.38% 66
2025
Q3 		$1.24M Sell
4,409
-1
-0% -$262 0.36% 70
2025
Q2 		$1.3M Buy
4,410
+13
+0.3% +$3.35K 0.43% 62
2025
Q1 		$1.09M Buy
4,397
+11
+0.3% +$2.69K 0.4% 69
2024
Q4 		$964K Sell
4,386
-19
-0.4% -$4.23K 0.37% 72
2024
Q3 		$974K Sell
4,405
-21
-0.5% -$4.12K 0.36% 71
2024
Q2 		$766K Buy
+4,426
New +$769K 0.31% 82
2023
Q2 		– Sell
-570
Closed -$74.7K – 486
2023
Q1 		$74.7K Sell
570
-199
-26% -$26.6K 0.03% 387
2022
Q4 		$108K Buy
769
+26
+3% +$3.59K 0.05% 231
2022
Q3 		$93K Buy
743
+3
+0.4% +$394 0.05% 261
2022
Q2 		$104K Buy
740
+2
+0.3% +$270 0.06% 232
2022
Q1 		$96K Sell
738
-5
-0.7% -$652 0.05% 259
2021
Q4 		$99K Buy
743
+182
+32% +$22.8K 0.05% 260
2021
Q3 		$75K Sell
561
-61
-10% -$8.15K 0.05% 264
2021
Q2 		$87K Buy
622
+104
+20% +$14.2K 0.06% 250
2021
Q1 		$66K Sell
518
-51
-9% -$6.1K 0.05% 270
2020
Q4 		$69K Buy
+569
New +$65.8K 0.06% 247

Other funds holding IBM

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
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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

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

Accel Wealth Management reduced its IBM (IBM) stake by 1.4% in Q2 2026, selling an estimated $20.7K and leaving 5,821 shares worth $1.64M. The position accounts for 0.37% of the portfolio, ranked #67.

Accel Wealth Management first reported a position in IBM in Q4 2020 and has held it in 19 quarters since. 1,605 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Accel Wealth Management held 5,821 shares of IBM worth $1.64M as of Q2 2026.
  • Accel Wealth Management sold 82 IBM shares in Q2 2026, an estimated $20.7K.
  • IBM made up 0.37% of Accel Wealth Management's portfolio in Q2 2026, its #67 holding.
  • Accel Wealth Management first reported a position in IBM in Q4 2020 and has held it in 19 quarters since.
  • 1,605 funds tracked by Wall St. Rank held IBM as of Q2 2026.

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