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Altus Wealth Group’s IBM IBM Stock Holding History

Altus Wealth Group’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 		$468K Buy
1,665
+178
+12% +$44.8K 0.17% 93
2026
Q1 		$360K Buy
1,487
+91
+7% +$24.6K 0.15% 97
2025
Q4 		$414K Buy
1,396
+10
+0.7% +$3K 0.17% 91
2025
Q3 		$391K Sell
1,386
-7
-0.5% -$1.83K 0.16% 95
2025
Q2 		$411K Sell
1,393
-47
-3% -$12.1K 0.18% 91
2025
Q1 		$358K Sell
1,440
-3
-0.2% -$734 0.17% 98
2024
Q4 		$317K Buy
1,443
+184
+15% +$41K 0.14% 111
2024
Q3 		$278K Buy
1,259
+25
+2% +$4.9K 0.12% 118
2024
Q2 		$213K Buy
1,234
+36
+3% +$6.25K 0.11% 122
2024
Q1 		$229K Buy
+1,198
New +$219K 0.11% 122
2021
Q1 		– Sell
-1,213
Closed -$146K – 448
2020
Q4 		$146K Buy
+1,213
New +$140K 0.14% 114

Other funds holding IBM

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
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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Altus Wealth Group's IBM Position: Q2 2026 in Review

Altus Wealth Group increased its IBM (IBM) stake by 12% in Q2 2026, buying an estimated $44.8K and bringing the position to 1,665 shares worth $468K. The position accounts for 0.17% of the portfolio, ranked #93.

Altus Wealth Group first reported a position in IBM in Q4 2020 and has held it in 11 quarters since. 1,605 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Altus Wealth Group held 1,665 shares of IBM worth $468K as of Q2 2026.
  • Altus Wealth Group bought 178 IBM shares in Q2 2026, an estimated $44.8K.
  • IBM made up 0.17% of Altus Wealth Group's portfolio in Q2 2026, its #93 holding.
  • Altus Wealth Group first reported a position in IBM in Q4 2020 and has held it in 11 quarters since.
  • 1,605 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Altus Wealth Group's 13F filing for Q2 2026, filed 17 Jul 2026.