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Adamsbrown Wealth Consultants’s IBM IBM Stock Holding History

Adamsbrown Wealth Consultants’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 		$250K Sell
891
-4
-0.4% -$1.01K 0.05% 142
2026
Q1 		$217K Buy
895
+77
+9% +$20.8K 0.06% 129
2025
Q4 		$242K Buy
818
+34
+4% +$10.2K 0.07% 110
2025
Q3 		$221K Sell
784
-86
-10% -$22.5K 0.06% 109
2025
Q2 		$256K Buy
+870
New +$224K 0.07% 89

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
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 22.94% 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

Adamsbrown Wealth Consultants's IBM Position: Q2 2026 in Review

Adamsbrown Wealth Consultants reduced its IBM (IBM) stake by 0.45% in Q2 2026, selling an estimated $1.01K and leaving 891 shares worth $250K. The position accounts for 0.05% of the portfolio, ranked #142.

Adamsbrown Wealth Consultants first reported a position in IBM in Q2 2025 and has held it in 5 quarters since. The position peaked at $256K in Q2 2025. 2,096 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Adamsbrown Wealth Consultants held 891 shares of IBM worth $250K as of Q2 2026.
  • Adamsbrown Wealth Consultants sold 4 IBM shares in Q2 2026, an estimated $1.01K.
  • IBM made up 0.05% of Adamsbrown Wealth Consultants's portfolio in Q2 2026, its #142 holding.
  • Adamsbrown Wealth Consultants first reported a position in IBM in Q2 2025 and has held it in 5 quarters since.
  • Adamsbrown Wealth Consultants's IBM position peaked at $256K in Q2 2025.
  • 2,096 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Adamsbrown Wealth Consultants's 13F filing for Q2 2026, filed 9 Jul 2026.