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Approach Retirement Advisors’s IBM IBM Stock Holding History

Approach Retirement Advisors’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 		$702K Hold
2,497
– – 0.51% 41
2026
Q1 		$605K Hold
2,497
– – 0.5% 40
2025
Q4 		$740K Buy
+2,497
New +$748K 0.64% 35

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
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
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Approach Retirement Advisors's IBM Position: Q2 2026 in Review

Approach Retirement Advisors held its IBM (IBM) position steady in Q2 2026 at 2,497 shares worth $702K. The position accounts for 0.51% of the portfolio, ranked #41.

Approach Retirement Advisors first reported a position in IBM in Q4 2025 and has held it in 3 quarters since. The position peaked at $740K in Q4 2025. 2,194 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Approach Retirement Advisors held 2,497 shares of IBM worth $702K as of Q2 2026.
  • Approach Retirement Advisors left its IBM share count unchanged in Q2 2026.
  • IBM made up 0.51% of Approach Retirement Advisors's portfolio in Q2 2026, its #41 holding.
  • Approach Retirement Advisors first reported a position in IBM in Q4 2025 and has held it in 3 quarters since.
  • Approach Retirement Advisors's IBM position peaked at $740K in Q4 2025.
  • 2,194 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Approach Retirement Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.