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Balance Wealth’s IBM IBM Stock Holding History

Balance 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 		$220K Buy
+781
New +$197K 0.06% 156
2026
Q1 		– Sell
-797
Closed -$236K – 156
2025
Q4 		$236K Buy
797
+16
+2% +$4.79K 0.08% 129
2025
Q3 		$220K Buy
781
+7
+0.9% +$1.83K 0.05% 127
2025
Q2 		$228K Buy
+774
New +$199K 0.13% 96

Other funds holding IBM

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 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
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
WG
Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return

Balance Wealth's IBM Position: Q2 2026 in Review

Balance Wealth opened a new position in IBM (IBM) in Q2 2026: 781 shares worth $220K. The stake represents 0.06% of the portfolio and ranks #156 among its holdings. This is a return to the name: Balance Wealth previously reported a position in IBM as recently as Q4 2025.

Balance Wealth first reported a position in IBM in Q2 2025 and has held it in 4 quarters since. The position peaked at $236K in Q4 2025. 1,245 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Balance Wealth held 781 shares of IBM worth $220K as of Q2 2026.
  • IBM was a new Balance Wealth position in Q2 2026.
  • IBM made up 0.06% of Balance Wealth's portfolio in Q2 2026, its #156 holding.
  • Balance Wealth first reported a position in IBM in Q2 2025 and has held it in 4 quarters since.
  • Balance Wealth's IBM position peaked at $236K in Q4 2025.
  • 1,245 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Balance Wealth's 13F filing for Q2 2026, filed 22 Jul 2026.