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Aegis Wealth Management (Iowa)’s IBM IBM Stock Holding History

Aegis Wealth Management (Iowa)’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 		$221K Buy
+786
New +$198K 0.14% 109
2026
Q1 		– Sell
-753
Closed -$223K – 113
2025
Q4 		$223K Buy
+753
New +$226K 0.18% 92

Other funds holding IBM

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
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
Universal-Beteiligungs- und Servicegesellschaft
Universal-Beteiligungs- und Servicegesellschaft Frankfurt Am Main, Germany $65.4B AUM 39.83% 1-Year Est. Return

Aegis Wealth Management (Iowa)'s IBM Position: Q2 2026 in Review

Aegis Wealth Management (Iowa) opened a new position in IBM (IBM) in Q2 2026: 786 shares worth $221K. The stake represents 0.14% of the portfolio and ranks #109 among its holdings. This is a return to the name: Aegis Wealth Management (Iowa) previously reported a position in IBM as recently as Q4 2025.

Aegis Wealth Management (Iowa) first reported a position in IBM in Q4 2025 and has held it in 2 quarters since. The position peaked at $223K in Q4 2025. 2,259 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Aegis Wealth Management (Iowa) held 786 shares of IBM worth $221K as of Q2 2026.
  • IBM was a new Aegis Wealth Management (Iowa) position in Q2 2026.
  • IBM made up 0.14% of Aegis Wealth Management (Iowa)'s portfolio in Q2 2026, its #109 holding.
  • Aegis Wealth Management (Iowa) first reported a position in IBM in Q4 2025 and has held it in 2 quarters since.
  • Aegis Wealth Management (Iowa)'s IBM position peaked at $223K in Q4 2025.
  • 2,259 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Aegis Wealth Management (Iowa)'s 13F filing for Q2 2026, filed 16 Jul 2026.