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Baker Tilly Wealth Management’s IBM IBM Stock Holding History

Baker Tilly 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 		$545K Sell
1,939
-573
-23% -$144K 0.12% 155
2026
Q1 		$609K Sell
2,512
-138
-5% -$37.3K 0.15% 137
2025
Q4 		$785K Sell
2,650
-47
-2% -$14.1K 0.19% 111
2025
Q3 		$761K Buy
2,697
+1,337
+98% +$350K 0.17% 109
2025
Q2 		$401K Buy
1,360
+55
+4% +$14.2K 0.14% 151
2025
Q1 		$324K Sell
1,305
-333
-20% -$81.5K 0.13% 173
2024
Q4 		$360K Sell
1,638
-58
-3% -$12.9K 0.14% 165
2024
Q3 		$375K Sell
1,696
-1,183
-41% -$232K 0.17% 144
2024
Q2 		$498K Sell
2,879
-3,645
-56% -$633K 0.2% 120
2024
Q1 		$1.25M Sell
6,524
-1,423
-18% -$260K 0.23% 101
2023
Q4 		$1.3M Sell
7,947
-791
-9% -$120K 0.21% 107
2023
Q3 		$1.23M Sell
8,738
-369
-4% -$52.5K 0.2% 105
2023
Q2 		$1.22M Sell
9,107
-641
-7% -$82.7K 0.13% 173
2023
Q1 		$1.28M Buy
9,748
+383
+4% +$51.2K 0.14% 160
2022
Q4 		$1.32M Sell
9,365
-562
-6% -$77.5K 0.16% 147
2022
Q3 		$1.18M Buy
9,927
+53
+0.5% +$6.96K 0.16% 135
2022
Q2 		$1.39M Sell
9,874
-122
-1% -$16.5K 0.18% 119
2022
Q1 		$1.3M Buy
9,996
+984
+11% +$128K 0.14% 145
2021
Q4 		$1.21M Sell
9,012
-905
-9% -$114K 0.13% 168
2021
Q3 		$1.32M Buy
9,917
+405
+4% +$54.1K 0.17% 118
2021
Q2 		$1.33M Buy
9,512
+808
+9% +$110K 0.22% 102
2021
Q1 		$1.11M Buy
8,704
+2,952
+51% +$353K 0.23% 105
2020
Q4 		$692K Buy
+5,752
New +$665K 0.21% 109

Other funds holding IBM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 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

Baker Tilly Wealth Management's IBM Position: Q2 2026 in Review

Baker Tilly Wealth Management reduced its IBM (IBM) stake by 23% in Q2 2026, selling an estimated $144K and leaving 1,939 shares worth $545K. The position accounts for 0.12% of the portfolio, ranked #155.

Baker Tilly Wealth Management first reported a position in IBM in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.39M in Q2 2022. 1,810 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Baker Tilly Wealth Management held 1,939 shares of IBM worth $545K as of Q2 2026.
  • Baker Tilly Wealth Management sold 573 IBM shares in Q2 2026, an estimated $144K.
  • IBM made up 0.12% of Baker Tilly Wealth Management's portfolio in Q2 2026, its #155 holding.
  • Baker Tilly Wealth Management first reported a position in IBM in Q4 2020 and has held it in 23 quarters since.
  • Baker Tilly Wealth Management's IBM position peaked at $1.39M in Q2 2022.
  • 1,810 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Baker Tilly Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.