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Atala Financial’s IBM IBM Stock Holding History

Atala Financial’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 		$4.71M Hold
16,740
– – 2.86% 6
2026
Q1 		$4.09M Sell
16,740
-4,130
-20% -$1.12M 2.75% 7
2025
Q4 		$6.18M Buy
20,870
+223
+1% +$66.8K 3.94% 3
2025
Q3 		$5.83M Buy
20,647
+85
+0.4% +$22.2K 3.65% 4
2025
Q2 		$6.06M Hold
20,562
– – 4.18% 2
2025
Q1 		$5.11M Buy
20,562
+15
+0.1% +$3.67K 3.72% 2
2024
Q4 		$4.52M Buy
+20,547
New +$4.58M 3.17% 4

Other funds holding IBM

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 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
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Atala Financial's IBM Position: Q2 2026 in Review

Atala Financial held its IBM (IBM) position steady in Q2 2026 at 16,740 shares worth $4.71M. The position accounts for 2.86% of the portfolio, ranked #6.

Atala Financial first reported a position in IBM in Q4 2024 and has held it in 7 quarters since. The position peaked at $6.18M in Q4 2025. 1,381 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Atala Financial held 16,740 shares of IBM worth $4.71M as of Q2 2026.
  • Atala Financial left its IBM share count unchanged in Q2 2026.
  • IBM made up 2.86% of Atala Financial's portfolio in Q2 2026, its #6 holding.
  • Atala Financial first reported a position in IBM in Q4 2024 and has held it in 7 quarters since.
  • Atala Financial's IBM position peaked at $6.18M in Q4 2025.
  • 1,381 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Atala Financial's 13F filing for Q2 2026, filed 23 Jul 2026.