Atlantic Edge Private Wealth Management’s IBM IBM Stock Holding History

Atlantic Edge Private 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	$1.49M	Sell	5,296 -210	-4%	-$52.9K	0.3%	65
2026 Q1	$1.33M	Sell	5,506 -3,473	-39%	-$940K	0.33%	60
2025 Q4	$2.66M	Sell	8,979 -95	-1%	-$28.5K	0.66%	38
2025 Q3	$2.56M	Sell	9,074 -74	-0.8%	-$19.4K	0.66%	40
2025 Q2	$2.7M	Buy	9,148 +41	+0.5%	+$10.6K	0.74%	39
2025 Q1	$2.26M	Sell	9,107 -19	-0.2%	-$4.65K	0.69%	39
2024 Q4	$2.01M	Buy	9,126 +126	+1%	+$28.1K	0.62%	43
2024 Q3	$1.99M	Buy	9,000 +402	+5%	+$78.8K	0.61%	42
2024 Q2	$1.49M	Buy	8,598 +504	+6%	+$87.6K	0.5%	53
2024 Q1	$1.55M	Buy	8,094 +990	+14%	+$181K	0.53%	47
2023 Q4	$1.16M	Buy	+7,104	New	+$1.07M	0.47%	58

Other funds holding IBM

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

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 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

Atlantic Edge Private Wealth Management's IBM Position: Q2 2026 in Review

Atlantic Edge Private Wealth Management reduced its IBM (IBM) stake by 3.8% in Q2 2026, selling an estimated $52.9K and leaving 5,296 shares worth $1.49M. The position accounts for 0.3% of the portfolio, ranked #65.

Atlantic Edge Private Wealth Management first reported a position in IBM in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.7M in Q2 2025. 1,504 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

Atlantic Edge Private Wealth Management held 5,296 shares of IBM worth $1.49M as of Q2 2026.
Atlantic Edge Private Wealth Management sold 210 IBM shares in Q2 2026, an estimated $52.9K.
IBM made up 0.3% of Atlantic Edge Private Wealth Management's portfolio in Q2 2026, its #65 holding.
Atlantic Edge Private Wealth Management first reported a position in IBM in Q4 2023 and has held it in 11 quarters since.
Atlantic Edge Private Wealth Management's IBM position peaked at $2.7M in Q2 2025.
1,504 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Atlantic Edge Private Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.