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Barnes Dennig Private Wealth Management’s IBM IBM Stock Holding History

Barnes Dennig Private 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 		$82.7K Hold
294
– – 0.07% 131
2026
Q1 		$71.3K Hold
294
– – 0.07% 130
2025
Q4 		$87.1K Hold
294
– – 0.09% 111
2025
Q3 		$83K Hold
294
– – 0.09% 111
2025
Q2 		$86.7K Hold
294
– – 0.1% 101
2025
Q1 		$73.1K Buy
+294
New +$71.9K 0.11% 60

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
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
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
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 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

Barnes Dennig Private Wealth Management's IBM Position: Q2 2026 in Review

Barnes Dennig Private Wealth Management held its IBM (IBM) position steady in Q2 2026 at 294 shares worth $82.7K. The position accounts for 0.07% of the portfolio, ranked #131.

Barnes Dennig Private Wealth Management first reported a position in IBM in Q1 2025 and has held it in 6 quarters since. The position peaked at $87.1K in Q4 2025. 1,487 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Barnes Dennig Private Wealth Management held 294 shares of IBM worth $82.7K as of Q2 2026.
  • Barnes Dennig Private Wealth Management left its IBM share count unchanged in Q2 2026.
  • IBM made up 0.07% of Barnes Dennig Private Wealth Management's portfolio in Q2 2026, its #131 holding.
  • Barnes Dennig Private Wealth Management first reported a position in IBM in Q1 2025 and has held it in 6 quarters since.
  • Barnes Dennig Private Wealth Management's IBM position peaked at $87.1K in Q4 2025.
  • 1,487 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Barnes Dennig Private Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.