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Beaird Harris Wealth Management’s IBM IBM Stock Holding History

Beaird Harris 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 		$289K Hold
1,028
– – 0.02% 120
2026
Q1 		$249K Sell
1,028
-50
-5% -$13.5K 0.02% 121
2025
Q4 		$319K Hold
1,078
– – 0.02% 112
2025
Q3 		$304K Buy
1,078
+3
+0.3% +$785 0.02% 114
2025
Q2 		$317K Buy
1,075
+21
+2% +$5.41K 0.02% 109
2025
Q1 		$262K Sell
1,054
-150
-12% -$36.7K 0.02% 115
2024
Q4 		$265K Buy
1,204
+267
+28% +$59.5K 0.02% 119
2024
Q3 		$207K Sell
937
-299
-24% -$58.6K 0.02% 127
2024
Q2 		$214K Buy
1,236
+496
+67% +$86.2K 0.02% 119
2024
Q1 		$141K Buy
740
+284
+62% +$51.8K 0.01% 138
2023
Q4 		$74.6K Sell
456
-12
-3% -$1.81K 0.01% 163
2023
Q3 		$65.7K Sell
468
-23
-5% -$3.27K 0.01% 151
2023
Q2 		$65.7K Sell
491
-15
-3% -$1.94K 0.01% 154
2023
Q1 		$66.3K Sell
506
-14
-3% -$1.87K 0.01% 153
2022
Q4 		$73.3K Buy
520
+14
+3% +$1.93K 0.01% 158
2022
Q3 		$60K Buy
506
+71
+16% +$9.32K 0.01% 153
2022
Q2 		$61K Sell
435
-2,658
-86% -$359K 0.02% 124
2022
Q1 		$402K Sell
3,093
-1,400
-31% -$183K 0.15% 55
2021
Q4 		$601K Buy
+4,493
New +$564K 0.22% 59

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
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
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Beaird Harris Wealth Management's IBM Position: Q2 2026 in Review

Beaird Harris Wealth Management held its IBM (IBM) position steady in Q2 2026 at 1,028 shares worth $289K. The position accounts for 0.02% of the portfolio, ranked #120.

Beaird Harris Wealth Management first reported a position in IBM in Q4 2021 and has held it in 19 quarters since. The position peaked at $601K in Q4 2021. 1,832 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Beaird Harris Wealth Management held 1,028 shares of IBM worth $289K as of Q2 2026.
  • Beaird Harris Wealth Management left its IBM share count unchanged in Q2 2026.
  • IBM made up 0.02% of Beaird Harris Wealth Management's portfolio in Q2 2026, its #120 holding.
  • Beaird Harris Wealth Management first reported a position in IBM in Q4 2021 and has held it in 19 quarters since.
  • Beaird Harris Wealth Management's IBM position peaked at $601K in Q4 2021.
  • 1,832 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Beaird Harris Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.