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Axxcess Wealth Management’s IBM IBM Stock Holding History

Axxcess 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 		$14.7M Buy
52,210
+7,902
+18% +$1.99M 0.23% 87
2026
Q1 		$10.7M Sell
44,308
-2,851
-6% -$771K 0.34% 68
2025
Q4 		$14M Buy
47,159
+4,800
+11% +$1.44M 0.24% 81
2025
Q3 		$12M Sell
42,359
-290
-0.7% -$75.9K 0.25% 74
2025
Q2 		$12.6M Buy
42,649
+21,518
+102% +$5.54M 0.29% 72
2025
Q1 		$5.25M Buy
21,131
+2,150
+11% +$526K 0.14% 129
2024
Q4 		$4.17M Buy
18,981
+1,315
+7% +$293K 0.1% 154
2024
Q3 		$3.91M Buy
17,666
+1,705
+11% +$334K 0.1% 162
2024
Q2 		$2.76M Sell
15,961
-213
-1% -$37K 0.07% 204
2024
Q1 		$3.09M Buy
16,174
+817
+5% +$149K 0.08% 187
2023
Q4 		$2.51M Buy
15,357
+1,517
+11% +$229K 0.07% 210
2023
Q3 		$1.94M Buy
13,840
+4,165
+43% +$593K 0.07% 212
2023
Q2 		$1.29M Buy
9,675
+2,249
+30% +$290K 0.09% 189
2023
Q1 		$974K Buy
7,426
+1,142
+18% +$153K 0.07% 236
2022
Q4 		$885K Sell
6,284
-215
-3% -$29.7K 0.07% 245
2022
Q3 		$772K Buy
6,499
+729
+13% +$95.7K 0.07% 236
2022
Q2 		$815K Buy
5,770
+230
+4% +$31K 0.08% 218
2022
Q1 		$720K Buy
5,540
+3,626
+189% +$473K 0.06% 283
2021
Q4 		$256K Buy
+1,914
New +$240K 0.02% 529

Other funds holding IBM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

Axxcess Wealth Management increased its IBM (IBM) stake by 18% in Q2 2026, buying an estimated $1.99M and bringing the position to 52,210 shares worth $14.7M. The position accounts for 0.23% of the portfolio, ranked #87.

Axxcess Wealth Management first reported a position in IBM in Q4 2021 and has held it in 19 quarters since. 1,720 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Axxcess Wealth Management held 52,210 shares of IBM worth $14.7M as of Q2 2026.
  • Axxcess Wealth Management bought 7,902 IBM shares in Q2 2026, an estimated $1.99M.
  • IBM made up 0.23% of Axxcess Wealth Management's portfolio in Q2 2026, its #87 holding.
  • Axxcess Wealth Management first reported a position in IBM in Q4 2021 and has held it in 19 quarters since.
  • 1,720 funds tracked by Wall St. Rank held IBM as of Q2 2026.

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