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Accretive Wealth Partners’s IBM IBM Stock Holding History

Accretive Wealth Partners’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 		$618K Buy
2,199
+200
+10% +$50.4K 0.15% 113
2026
Q1 		$485K Buy
1,999
+622
+45% +$168K 0.14% 123
2025
Q4 		$408K Buy
1,377
+132
+11% +$39.5K 0.12% 117
2025
Q3 		$351K Hold
1,245
– – 0.11% 116
2025
Q2 		$367K Hold
1,245
– – 0.12% 117
2025
Q1 		$310K Buy
+1,245
New +$305K 0.11% 124

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

Accretive Wealth Partners's IBM Position: Q2 2026 in Review

Accretive Wealth Partners increased its IBM (IBM) stake by 10% in Q2 2026, buying an estimated $50.4K and bringing the position to 2,199 shares worth $618K. The position accounts for 0.15% of the portfolio, ranked #113.

Accretive Wealth Partners first reported a position in IBM in Q1 2025 and has held it in 6 quarters since. 1,810 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Accretive Wealth Partners held 2,199 shares of IBM worth $618K as of Q2 2026.
  • Accretive Wealth Partners bought 200 IBM shares in Q2 2026, an estimated $50.4K.
  • IBM made up 0.15% of Accretive Wealth Partners's portfolio in Q2 2026, its #113 holding.
  • Accretive Wealth Partners first reported a position in IBM in Q1 2025 and has held it in 6 quarters since.
  • 1,810 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Accretive Wealth Partners's 13F filing for Q2 2026, filed 29 Jul 2026.