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Bare Financial Services’s IBM IBM Stock Holding History

Bare Financial Services’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 		$29K Buy
103
+55
+115% +$13.9K 0.01% 156
2026
Q1 		$11.6K Sell
48
-17
-26% -$4.6K ﹤0.01% 287
2025
Q4 		$19.3K Buy
65
+13
+25% +$3.89K 0.01% 131
2025
Q3 		$14.7K Buy
52
+7
+16% +$1.83K ﹤0.01% 161
2025
Q2 		$13.3K Buy
45
+30
+200% +$7.73K ﹤0.01% 138
2025
Q1 		$3.73K Buy
+15
New +$3.67K ﹤0.01% 150

Other funds holding IBM

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
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM

Bare Financial Services's IBM Position: Q2 2026 in Review

Bare Financial Services increased its IBM (IBM) stake by 115% in Q2 2026, buying an estimated $13.9K and bringing the position to 103 shares worth $29K. The position accounts for 0.01% of the portfolio, ranked #156.

Bare Financial Services first reported a position in IBM in Q1 2025 and has held it in 6 quarters since. 2,149 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Bare Financial Services held 103 shares of IBM worth $29K as of Q2 2026.
  • Bare Financial Services bought 55 IBM shares in Q2 2026, an estimated $13.9K.
  • IBM made up 0.01% of Bare Financial Services's portfolio in Q2 2026, its #156 holding.
  • Bare Financial Services first reported a position in IBM in Q1 2025 and has held it in 6 quarters since.
  • 2,149 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Bare Financial Services's 13F filing for Q2 2026, filed 27 Jul 2026.