BWP
IBM icon

Barlow Wealth Partners’s IBM IBM Stock Holding History

Barlow Wealth Partners’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 		$253K Hold
839
– – 0.03% 131
2026
Q1 		$213K Hold
839
– – 0.02% 133
2025
Q4 		$255K Hold
839
– – 0.03% 120
2025
Q3 		$241K Hold
839
– – 0.03% 118
2025
Q2 		$241K Sell
839
-213
-20% -$54.9K 0.03% 119
2025
Q1 		$244K Buy
+1,052
New +$257K 0.03% 115

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

Barlow Wealth Partners's IBM Position: Q2 2026 in Review

Barlow Wealth Partners held its IBM (IBM) position steady in Q2 2026 at 839 shares worth $253K. The position accounts for 0.03% of the portfolio, ranked #131.

Barlow Wealth Partners first reported a position in IBM in Q1 2025 and has held it in 6 quarters since. The position peaked at $255K in Q4 2025. 1,810 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Barlow Wealth Partners held 839 shares of IBM worth $253K as of Q2 2026.
  • Barlow Wealth Partners left its IBM share count unchanged in Q2 2026.
  • IBM made up 0.03% of Barlow Wealth Partners's portfolio in Q2 2026, its #131 holding.
  • Barlow Wealth Partners first reported a position in IBM in Q1 2025 and has held it in 6 quarters since.
  • Barlow Wealth Partners's IBM position peaked at $255K in Q4 2025.
  • 1,810 funds tracked by Wall St. Rank held IBM as of Q2 2026.

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