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Birch Financial Group’s IBM IBM Stock Holding History

Birch Financial 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 		$514K Sell
1,829
-79
-4% -$19.9K 0.26% 67
2026
Q1 		$463K Sell
1,908
-447
-19% -$121K 0.27% 75
2025
Q4 		$697K Buy
2,355
+1,229
+109% +$368K 0.4% 54
2025
Q3 		$318K Buy
1,126
+118
+12% +$30.9K 0.19% 87
2025
Q2 		$297K Buy
1,008
+19
+2% +$4.89K 0.24% 80
2025
Q1 		$246K Buy
+989
New +$242K 0.22% 86

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

Birch Financial Group's IBM Position: Q2 2026 in Review

Birch Financial Group reduced its IBM (IBM) stake by 4.1% in Q2 2026, selling an estimated $19.9K and leaving 1,829 shares worth $514K. The position accounts for 0.26% of the portfolio, ranked #67.

Birch Financial Group first reported a position in IBM in Q1 2025 and has held it in 6 quarters since. The position peaked at $697K in Q4 2025. 1,915 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Birch Financial Group held 1,829 shares of IBM worth $514K as of Q2 2026.
  • Birch Financial Group sold 79 IBM shares in Q2 2026, an estimated $19.9K.
  • IBM made up 0.26% of Birch Financial Group's portfolio in Q2 2026, its #67 holding.
  • Birch Financial Group first reported a position in IBM in Q1 2025 and has held it in 6 quarters since.
  • Birch Financial Group's IBM position peaked at $697K in Q4 2025.
  • 1,915 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Birch Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.