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BAM Wealth Management’s IBM IBM Stock Holding History

BAM 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 		$353K Buy
1,254
+365
+41% +$92K 0.22% 123
2026
Q1 		$215K Buy
889
+133
+18% +$36K 0.16% 145
2025
Q4 		$224K Buy
+756
New +$226K 0.16% 140

Other funds holding IBM

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Universal-Beteiligungs- und Servicegesellschaft
Universal-Beteiligungs- und Servicegesellschaft Frankfurt Am Main, Germany $65.4B AUM 39.83% 1-Year Est. Return

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

BAM Wealth Management increased its IBM (IBM) stake by 41% in Q2 2026, buying an estimated $92K and bringing the position to 1,254 shares worth $353K. The position accounts for 0.22% of the portfolio, ranked #123.

BAM Wealth Management first reported a position in IBM in Q4 2025 and has held it in 3 quarters since. 2,284 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • BAM Wealth Management held 1,254 shares of IBM worth $353K as of Q2 2026.
  • BAM Wealth Management bought 365 IBM shares in Q2 2026, an estimated $92K.
  • IBM made up 0.22% of BAM Wealth Management's portfolio in Q2 2026, its #123 holding.
  • BAM Wealth Management first reported a position in IBM in Q4 2025 and has held it in 3 quarters since.
  • 2,284 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on BAM Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.