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Activest Wealth Management’s IBM IBM Stock Holding History

Activest 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 		$34.6K Sell
123
-299
-71% -$75.3K 0.01% 333
2026
Q1 		$102K Sell
422
-40
-9% -$10.8K 0.02% 232
2025
Q4 		$137K Sell
462
-5
-1% -$1.5K 0.03% 189
2025
Q3 		$132K Buy
467
+29
+7% +$7.59K 0.03% 160
2025
Q2 		$129K Sell
438
-6
-1% -$1.55K 0.03% 125
2025
Q1 		$110K Buy
444
+189
+74% +$46.2K 0.03% 126
2024
Q4 		$56K Buy
255
+7
+3% +$1.56K 0.02% 161
2024
Q3 		$54.9K Buy
248
+2
+0.8% +$392 0.02% 163
2024
Q2 		$42.6K Buy
246
+2
+0.8% +$348 0.01% 184
2024
Q1 		$46.5K Buy
+244
New +$44.5K 0.02% 120
2023
Q2 		– Sell
-40
Closed -$5.13K – 341
2023
Q1 		$5.13K Buy
+40
New +$5.35K ﹤0.01% 209
2022
Q3 		– Sell
-39
Closed -$5K – 516
2022
Q2 		$5K Buy
39
+1
+3% +$135 ﹤0.01% 254
2022
Q1 		$5K Hold
38
– – ﹤0.01% 255
2021
Q4 		$5K Buy
38
+35
+1,167% +$4.39K ﹤0.01% 255
2021
Q3 		$1K Sell
3
-566
-99% -$75.7K ﹤0.01% 349
2021
Q2 		$80K Sell
569
-17
-3% -$2.33K 0.06% 80
2021
Q1 		$75K Buy
+586
New +$70.1K 0.06% 81

Other funds holding IBM

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

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

Activest Wealth Management reduced its IBM (IBM) stake by 71% in Q2 2026, selling an estimated $75.3K and leaving 123 shares worth $34.6K. The position accounts for 0.01% of the portfolio, ranked #333.

Activest Wealth Management first reported a position in IBM in Q1 2021 and has held it in 17 quarters since. The position peaked at $137K in Q4 2025. 1,487 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Activest Wealth Management held 123 shares of IBM worth $34.6K as of Q2 2026.
  • Activest Wealth Management sold 299 IBM shares in Q2 2026, an estimated $75.3K.
  • IBM made up 0.01% of Activest Wealth Management's portfolio in Q2 2026, its #333 holding.
  • Activest Wealth Management first reported a position in IBM in Q1 2021 and has held it in 17 quarters since.
  • Activest Wealth Management's IBM position peaked at $137K in Q4 2025.
  • 1,487 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Activest Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.