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Barnes Wealth Management Group’s IBM IBM Stock Holding History

Barnes Wealth Management Group’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 		$334K Buy
1,185
+5
+0.4% +$1.26K 0.15% 133
2026
Q1 		$286K Buy
+1,180
New +$319K 0.15% 141

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
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
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return

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

Barnes Wealth Management Group increased its IBM (IBM) stake by 0.42% in Q2 2026, buying an estimated $1.26K and bringing the position to 1,185 shares worth $334K. The position accounts for 0.15% of the portfolio, ranked #133.

Barnes Wealth Management Group first reported a position in IBM in Q1 2026 and has held it in 2 quarters since. 1,397 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Barnes Wealth Management Group held 1,185 shares of IBM worth $334K as of Q2 2026.
  • Barnes Wealth Management Group bought 5 IBM shares in Q2 2026, an estimated $1.26K.
  • IBM made up 0.15% of Barnes Wealth Management Group's portfolio in Q2 2026, its #133 holding.
  • Barnes Wealth Management Group first reported a position in IBM in Q1 2026 and has held it in 2 quarters since.
  • 1,397 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Barnes Wealth Management Group's 13F filing for Q2 2026, filed 24 Jul 2026.