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Access Investment Management’s IBM IBM Stock Holding History

Access Investment 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 		$18.3K Hold
65
– – ﹤0.01% 123
2026
Q1 		$15.8K Hold
65
– – ﹤0.01% 138
2025
Q4 		$18.3K Hold
65
– – ﹤0.01% 136
2025
Q3 		$18.3K Hold
65
– – ﹤0.01% 136
2025
Q2 		$19.2K Buy
+65
New +$16.7K 0.01% 136

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 22.96% 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

Access Investment Management's IBM Position: Q2 2026 in Review

Access Investment Management held its IBM (IBM) position steady in Q2 2026 at 65 shares worth $18.3K. The position accounts for ﹤0.01% of the portfolio, ranked #123.

Access Investment Management first reported a position in IBM in Q2 2025 and has held it in 5 quarters since. The position peaked at $19.2K in Q2 2025. 2,149 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Access Investment Management held 65 shares of IBM worth $18.3K as of Q2 2026.
  • Access Investment Management left its IBM share count unchanged in Q2 2026.
  • IBM made up ﹤0.01% of Access Investment Management's portfolio in Q2 2026, its #123 holding.
  • Access Investment Management first reported a position in IBM in Q2 2025 and has held it in 5 quarters since.
  • Access Investment Management's IBM position peaked at $19.2K in Q2 2025.
  • 2,149 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Access Investment Management's 13F filing for Q2 2026, filed 3 Aug 2026.