B.O.S.S. Retirement Advisors’s IBM IBM Stock Holding History

B.O.S.S. Retirement Advisors’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	$946K	Buy	3,365 +30	+0.9%	+$7.56K	0.26%	65
2026 Q1	$808K	Buy	+3,335	New	+$902K	0.25%	72
2024 Q4	–	Sell	-7,554	Closed	-$1.67M	–	240
2024 Q3	$1.67M	Buy	7,554 +72	+1%	+$14.1K	0.34%	80
2024 Q2	$1.29M	Sell	7,482 -3,177	-30%	-$552K	0.33%	85
2024 Q1	$1.74M	Sell	10,659 -1,620	-13%	-$296K	0.67%	57
2023 Q4	$2.01M	Sell	12,279 -2,502	-17%	-$378K	0.39%	83
2023 Q3	$2.07M	Sell	14,781 -1,760	-11%	-$250K	0.45%	72
2023 Q2	$2.21M	Sell	16,541 -11,351	-41%	-$1.46M	0.47%	58
2023 Q1	$3.66M	Buy	27,892 +1,471	+6%	+$197K	0.86%	22
2022 Q4	$3.72M	Buy	+26,421	New	+$3.64M	0.95%	17

Other funds holding IBM

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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

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

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

B.O.S.S. Retirement Advisors's IBM Position: Q2 2026 in Review

B.O.S.S. Retirement Advisors increased its IBM (IBM) stake by 0.9% in Q2 2026, buying an estimated $7.56K and bringing the position to 3,365 shares worth $946K. The position accounts for 0.26% of the portfolio, ranked #65.

B.O.S.S. Retirement Advisors first reported a position in IBM in Q4 2022 and has held it in 10 quarters since. The position peaked at $3.72M in Q4 2022. 1,810 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

B.O.S.S. Retirement Advisors held 3,365 shares of IBM worth $946K as of Q2 2026.
B.O.S.S. Retirement Advisors bought 30 IBM shares in Q2 2026, an estimated $7.56K.
IBM made up 0.26% of B.O.S.S. Retirement Advisors's portfolio in Q2 2026, its #65 holding.
B.O.S.S. Retirement Advisors first reported a position in IBM in Q4 2022 and has held it in 10 quarters since.
B.O.S.S. Retirement Advisors's IBM position peaked at $3.72M in Q4 2022.
1,810 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on B.O.S.S. Retirement Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.