BPFA
IBM icon

Barnes Pettey Financial Advisors’s IBM IBM Stock Holding History

Barnes Pettey Financial Advisors’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 		$252K Sell
895
-69
-7% -$17.4K 0.08% 156
2026
Q1 		$234K Buy
964
+157
+19% +$42.5K 0.1% 143
2025
Q4 		$239K Hold
807
– – 0.12% 128
2025
Q3 		$228K Buy
807
+18
+2% +$4.71K 0.12% 119
2025
Q2 		$233K Buy
+789
New +$203K 0.16% 98

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
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 22.94% 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

Barnes Pettey Financial Advisors's IBM Position: Q2 2026 in Review

Barnes Pettey Financial Advisors reduced its IBM (IBM) stake by 7.2% in Q2 2026, selling an estimated $17.4K and leaving 895 shares worth $252K. The position accounts for 0.08% of the portfolio, ranked #156.

Barnes Pettey Financial Advisors first reported a position in IBM in Q2 2025 and has held it in 5 quarters since. 2,073 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Barnes Pettey Financial Advisors held 895 shares of IBM worth $252K as of Q2 2026.
  • Barnes Pettey Financial Advisors sold 69 IBM shares in Q2 2026, an estimated $17.4K.
  • IBM made up 0.08% of Barnes Pettey Financial Advisors's portfolio in Q2 2026, its #156 holding.
  • Barnes Pettey Financial Advisors first reported a position in IBM in Q2 2025 and has held it in 5 quarters since.
  • 2,073 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Barnes Pettey Financial Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.