Atlas Wealth’s IBM IBM Stock Holding History

Atlas Wealth’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	$4.65M	Sell	16,543 -70	-0.4%	-$17.6K	0.66%	44
2026 Q1	$4.03M	Sell	16,613 -155	-0.9%	-$41.9K	1.21%	27
2025 Q4	$4.97M	Sell	16,768 -92	-0.5%	-$27.6K	1.51%	23
2025 Q3	$4.76M	Sell	16,860 -615	-4%	-$161K	1.54%	23
2025 Q2	$5.09M	Buy	17,475 +118	+0.7%	+$30.4K	1.86%	17
2025 Q1	$4.32M	Sell	17,357 -1,178	-6%	-$288K	1.68%	20
2024 Q4	$4.07M	Hold	18,535	–	–	1.54%	22
2024 Q3	$4.1M	Sell	18,535 -18,669	-50%	-$3.66M	1.77%	15
2024 Q2	$6.54M	Buy	37,204 +18,507	+99%	+$3.22M	0.77%	36
2024 Q1	$3.57M	Sell	18,697 -5	-0%	-$912	1.74%	17
2023 Q4	$2.62M	Hold	18,702	–	–	1.43%	17
2023 Q3	$2.62M	Sell	18,702 -275	-1%	-$39.1K	0.49%	46
2023 Q2	$2.57M	Sell	18,977 -25	-0.1%	-$3.23K	0.47%	47
2023 Q1	$2.49M	Sell	19,002 -371	-2%	-$49.6K	0.49%	48
2022 Q4	$2.73M	Buy	+19,373	New	+$2.67M	0.74%	32

Other funds holding IBM

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

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

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 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

Atlas Wealth's IBM Position: Q2 2026 in Review

Atlas Wealth reduced its IBM (IBM) stake by 0.42% in Q2 2026, selling an estimated $17.6K and leaving 16,543 shares worth $4.65M. The position accounts for 0.66% of the portfolio, ranked #44.

Atlas Wealth first reported a position in IBM in Q4 2022 and has held it in 15 quarters since. The position peaked at $6.54M in Q2 2024. 1,919 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

Atlas Wealth held 16,543 shares of IBM worth $4.65M as of Q2 2026.
Atlas Wealth sold 70 IBM shares in Q2 2026, an estimated $17.6K.
IBM made up 0.66% of Atlas Wealth's portfolio in Q2 2026, its #44 holding.
Atlas Wealth first reported a position in IBM in Q4 2022 and has held it in 15 quarters since.
Atlas Wealth's IBM position peaked at $6.54M in Q2 2024.
1,919 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Atlas Wealth's 13F filing for Q2 2026, filed 28 Jul 2026.