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Access Financial Services’s IBM IBM Stock Holding History

Access Financial Services’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 		$2.24M Buy
7,974
+3,172
+66% +$799K 0.74% 21
2026
Q1 		$1.16M Sell
4,802
-1,523
-24% -$412K 0.41% 45
2025
Q4 		$1.87M Sell
6,325
-96
-1% -$28.8K 0.68% 25
2025
Q3 		$1.81M Sell
6,421
-67
-1% -$17.5K 0.66% 28
2025
Q2 		$1.91M Hold
6,488
– – 0.72% 23
2025
Q1 		$1.61M Sell
6,488
-733
-10% -$179K 0.65% 32
2024
Q4 		$1.59M Sell
7,221
-749
-9% -$167K 0.71% 33
2024
Q3 		$1.76M Sell
7,970
-23
-0.3% -$4.51K 0.81% 26
2024
Q2 		$1.38M Sell
7,993
-43
-0.5% -$7.47K 0.63% 46
2024
Q1 		$1.53M Sell
8,036
-9
-0.1% -$1.64K 0.69% 45
2023
Q4 		$1.32M Sell
8,045
-1,811
-18% -$274K 0.68% 47
2023
Q3 		$1.38M Sell
9,856
-1,271
-11% -$181K 0.83% 38
2023
Q2 		$1.49M Buy
+11,127
New +$1.44M 0.87% 34
2018
Q2 		– Sell
-2,641
Closed -$387K – 64
2018
Q1 		$387K Buy
2,641
+131
+5% +$19.8K 0.28% 57
2017
Q4 		$368K Buy
2,510
+1,061
+73% +$154K 0.25% 58
2017
Q3 		$201K Buy
+1,449
New +$202K 0.15% 72

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

Access Financial Services's IBM Position: Q2 2026 in Review

Access Financial Services increased its IBM (IBM) stake by 66% in Q2 2026, buying an estimated $799K and bringing the position to 7,974 shares worth $2.24M. The position accounts for 0.74% of the portfolio, ranked #21.

Access Financial Services first reported a position in IBM in Q3 2017 and has held it in 16 quarters since. 1,810 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Access Financial Services held 7,974 shares of IBM worth $2.24M as of Q2 2026.
  • Access Financial Services bought 3,172 IBM shares in Q2 2026, an estimated $799K.
  • IBM made up 0.74% of Access Financial Services's portfolio in Q2 2026, its #21 holding.
  • Access Financial Services first reported a position in IBM in Q3 2017 and has held it in 16 quarters since.
  • 1,810 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Access Financial Services's 13F filing for Q2 2026, filed 16 Jul 2026.