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BCS Wealth Management’s IBM IBM Stock Holding History

BCS 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 		$368K Sell
1,309
-33
-2% -$8.31K 0.07% 210
2026
Q1 		$325K Sell
1,342
-1,242
-48% -$336K 0.07% 202
2025
Q4 		$765K Buy
2,584
+1,354
+110% +$406K 0.08% 180
2025
Q3 		$347K Sell
1,230
-992
-45% -$260K 0.08% 181
2025
Q2 		$655K Buy
2,222
+1,098
+98% +$283K 0.14% 133
2025
Q1 		$279K Hold
1,124
– – 0.07% 203
2024
Q4 		$247K Buy
+1,124
New +$250K 0.06% 220
2024
Q2 		– Sell
-1,188
Closed -$227K – 178
2024
Q1 		$227K Buy
+1,188
New +$217K 0.07% 219

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
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
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

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

BCS Wealth Management reduced its IBM (IBM) stake by 2.5% in Q2 2026, selling an estimated $8.31K and leaving 1,309 shares worth $368K. The position accounts for 0.07% of the portfolio, ranked #210.

BCS Wealth Management first reported a position in IBM in Q1 2024 and has held it in 8 quarters since. The position peaked at $765K in Q4 2025. 2,013 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • BCS Wealth Management held 1,309 shares of IBM worth $368K as of Q2 2026.
  • BCS Wealth Management sold 33 IBM shares in Q2 2026, an estimated $8.31K.
  • IBM made up 0.07% of BCS Wealth Management's portfolio in Q2 2026, its #210 holding.
  • BCS Wealth Management first reported a position in IBM in Q1 2024 and has held it in 8 quarters since.
  • BCS Wealth Management's IBM position peaked at $765K in Q4 2025.
  • 2,013 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on BCS Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.