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Baron Wealth Management’s IBM IBM Stock Holding History

Baron 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 		$451K Buy
1,603
+130
+9% +$32.8K 0.12% 122
2026
Q1 		$357K Sell
1,473
-113
-7% -$30.6K 0.11% 157
2025
Q4 		$470K Buy
1,586
+772
+95% +$231K 0.14% 108
2025
Q3 		$230K Sell
814
-4
-0.5% -$1.05K 0.08% 203
2025
Q2 		$241K Buy
+818
New +$211K 0.09% 179

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
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
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
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
WG
Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return
BHIA
Birch Hill Investment Advisors Boston, Massachusetts $2.47B AUM 20.95% 1-Year Est. Return

Baron Wealth Management's IBM Position: Q2 2026 in Review

Baron Wealth Management increased its IBM (IBM) stake by 8.8% in Q2 2026, buying an estimated $32.8K and bringing the position to 1,603 shares worth $451K. The position accounts for 0.12% of the portfolio, ranked #122.

Baron Wealth Management first reported a position in IBM in Q2 2025 and has held it in 5 quarters since. The position peaked at $470K in Q4 2025. 1,112 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Baron Wealth Management held 1,603 shares of IBM worth $451K as of Q2 2026.
  • Baron Wealth Management bought 130 IBM shares in Q2 2026, an estimated $32.8K.
  • IBM made up 0.12% of Baron Wealth Management's portfolio in Q2 2026, its #122 holding.
  • Baron Wealth Management first reported a position in IBM in Q2 2025 and has held it in 5 quarters since.
  • Baron Wealth Management's IBM position peaked at $470K in Q4 2025.
  • 1,112 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Baron Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.