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Accurate Wealth Management’s IBM IBM Stock Holding History

Accurate 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 		$2.73M Buy
9,496
+1,088
+13% +$274K 0.26% 84
2026
Q1 		$1.94M Buy
8,408
+550
+7% +$149K 0.23% 97
2025
Q4 		$2.39M Buy
7,858
+297
+4% +$88.9K 0.3% 68
2025
Q3 		$2.09M Buy
7,561
+908
+14% +$238K 0.28% 88
2025
Q2 		$1.91M Buy
6,653
+886
+15% +$228K 0.29% 85
2025
Q1 		$1.36M Buy
5,767
+607
+12% +$148K 0.26% 92
2024
Q4 		$1.13M Buy
5,160
+111
+2% +$24.7K 0.22% 108
2024
Q3 		$1.18M Buy
5,049
+195
+4% +$38.2K 0.24% 102
2024
Q2 		$888K Sell
4,854
-252
-5% -$43.8K 0.21% 101
2024
Q1 		$927K Sell
5,106
-188
-4% -$34.3K 0.27% 84
2023
Q4 		$859K Buy
5,294
+305
+6% +$46.1K 0.27% 84
2023
Q3 		$700K Sell
4,989
-380
-7% -$54.1K 0.22% 101
2023
Q2 		$716K Sell
5,369
-403
-7% -$52K 0.22% 98
2023
Q1 		$756K Buy
5,772
+122
+2% +$16.3K 0.26% 90
2022
Q4 		$818K Buy
5,650
+877
+18% +$121K 0.3% 68
2022
Q3 		$580K Buy
4,773
+134
+3% +$17.6K 0.24% 78
2022
Q2 		$654K Buy
4,639
+801
+21% +$108K 0.36% 61
2022
Q1 		$499K Buy
3,838
+831
+28% +$108K 0.22% 88
2021
Q4 		$411K Sell
3,007
-231
-7% -$29K 0.34% 81
2021
Q3 		$434K Buy
3,238
+206
+7% +$27.5K 0.38% 78
2021
Q2 		$425K Buy
+3,032
New +$415K 0.37% 70

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
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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

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

Accurate Wealth Management increased its IBM (IBM) stake by 13% in Q2 2026, buying an estimated $274K and bringing the position to 9,496 shares worth $2.73M. The position accounts for 0.26% of the portfolio, ranked #84.

Accurate Wealth Management first reported a position in IBM in Q2 2021 and has held it in 21 quarters since. 1,915 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Accurate Wealth Management held 9,496 shares of IBM worth $2.73M as of Q2 2026.
  • Accurate Wealth Management bought 1,088 IBM shares in Q2 2026, an estimated $274K.
  • IBM made up 0.26% of Accurate Wealth Management's portfolio in Q2 2026, its #84 holding.
  • Accurate Wealth Management first reported a position in IBM in Q2 2021 and has held it in 21 quarters since.
  • 1,915 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Accurate Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.