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Atticus Wealth Management’s IBM IBM Stock Holding History

Atticus 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 		$648K Buy
2,304
+1,327
+136% +$334K 0.15% 90
2026
Q1 		$237K Sell
977
-58
-6% -$15.7K 0.06% 167
2025
Q4 		$307K Buy
1,035
+3
+0.3% +$898 0.08% 153
2025
Q3 		$291K Buy
1,032
+5
+0.5% +$1.31K 0.07% 166
2025
Q2 		$303K Buy
1,027
+575
+127% +$148K 0.08% 128
2025
Q1 		$112K Hold
452
– – 0.04% 151
2024
Q4 		$99.3K Sell
452
-229
-34% -$51K 0.03% 167
2024
Q3 		$151K Sell
681
-250
-27% -$49K 0.05% 139
2024
Q2 		$161K Sell
931
-571
-38% -$99.2K 0.05% 128
2024
Q1 		$287K Sell
1,502
-778
-34% -$142K 0.09% 101
2023
Q4 		$373K Buy
2,280
+29
+1% +$4.38K 0.13% 86
2023
Q3 		$316K Buy
2,251
+16
+0.7% +$2.28K 0.12% 99
2023
Q2 		$299K Sell
2,235
-87
-4% -$11.2K 0.11% 103
2023
Q1 		$304K Sell
2,322
-525
-18% -$70.2K 0.12% 100
2022
Q4 		$401K Sell
2,847
-38
-1% -$5.24K 0.16% 86
2022
Q3 		$407K Hold
2,885
– – 0.2% 70
2022
Q2 		$407K Buy
2,885
+704
+32% +$95K 0.17% 84
2022
Q1 		$284K Buy
2,181
+1,441
+195% +$188K 0.1% 120
2021
Q4 		$99K Buy
+740
New +$92.8K 0.04% 171
2020
Q2 		– Sell
-628
Closed -$67K – 302
2020
Q1 		$67K Buy
628
+210
+50% +$26.6K 0.05% 151
2019
Q4 		$54K Buy
+418
New +$54.3K 0.03% 173

Other funds holding IBM

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

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

Atticus Wealth Management increased its IBM (IBM) stake by 136% in Q2 2026, buying an estimated $334K and bringing the position to 2,304 shares worth $648K. The position accounts for 0.15% of the portfolio, ranked #90.

Atticus Wealth Management first reported a position in IBM in Q4 2019 and has held it in 21 quarters since. 1,525 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Atticus Wealth Management held 2,304 shares of IBM worth $648K as of Q2 2026.
  • Atticus Wealth Management bought 1,327 IBM shares in Q2 2026, an estimated $334K.
  • IBM made up 0.15% of Atticus Wealth Management's portfolio in Q2 2026, its #90 holding.
  • Atticus Wealth Management first reported a position in IBM in Q4 2019 and has held it in 21 quarters since.
  • 1,525 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Atticus Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.