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Aprio Wealth Management’s IBM IBM Stock Holding History

Aprio 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 		$1.71M Buy
6,087
+494
+9% +$124K 0.08% 163
2026
Q1 		$1.36M Buy
5,593
+806
+17% +$218K 0.07% 154
2025
Q4 		$1.79M Buy
4,787
+1,536
+47% +$460K 0.1% 135
2025
Q3 		$917K Buy
3,251
+442
+16% +$116K 0.09% 132
2025
Q2 		$828K Buy
2,809
+606
+28% +$156K 0.09% 125
2025
Q1 		$548K Buy
2,203
+608
+38% +$149K 0.07% 166
2024
Q4 		$351K Buy
1,595
+101
+7% +$22.5K 0.05% 182
2024
Q3 		$330K Sell
1,494
-94
-6% -$18.4K 0.05% 179
2024
Q2 		$275K Buy
1,588
+234
+17% +$40.7K 0.05% 182
2024
Q1 		$259K Buy
1,354
+77
+6% +$14K 0.05% 182
2023
Q4 		$209K Buy
+1,277
New +$193K 0.05% 179

Other funds holding IBM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 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
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
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

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

Aprio Wealth Management increased its IBM (IBM) stake by 8.8% in Q2 2026, buying an estimated $124K and bringing the position to 6,087 shares worth $1.71M. The position accounts for 0.08% of the portfolio, ranked #163.

Aprio Wealth Management first reported a position in IBM in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.79M in Q4 2025. 1,810 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Aprio Wealth Management held 6,087 shares of IBM worth $1.71M as of Q2 2026.
  • Aprio Wealth Management bought 494 IBM shares in Q2 2026, an estimated $124K.
  • IBM made up 0.08% of Aprio Wealth Management's portfolio in Q2 2026, its #163 holding.
  • Aprio Wealth Management first reported a position in IBM in Q4 2023 and has held it in 11 quarters since.
  • Aprio Wealth Management's IBM position peaked at $1.79M in Q4 2025.
  • 1,810 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Aprio Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.