Boyd Wealth Management’s IBM IBM Stock Holding History

Boyd 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	$377K	Buy	1,339 +6	+0.5%	+$1.51K	0.14%	43
2026 Q1	$323K	Hold	1,333	–	–	0.14%	44
2025 Q4	$395K	Hold	1,333	–	–	0.17%	42
2025 Q3	$376K	Hold	1,333	–	–	0.16%	43
2025 Q2	$393K	Hold	1,333	–	–	0.17%	42
2025 Q1	$331K	Hold	1,333	–	–	0.17%	39
2024 Q4	$293K	Hold	1,333	–	–	0.14%	41
2024 Q3	$295K	Hold	1,333	–	–	0.15%	42
2024 Q2	$231K	Hold	1,333	–	–	0.13%	42
2024 Q1	$255K	Hold	1,333	–	–	0.15%	39
2023 Q4	$218K	Buy	+1,333	New	+$201K	0.14%	39

Other funds holding IBM

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

EOJOAM

E. Ohman J:or Asset Management Stockholm, Sweden $4.3B AUM 29.55% 1-Year Est. Return

IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

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

Boyd Wealth Management increased its IBM (IBM) stake by 0.45% in Q2 2026, buying an estimated $1.51K and bringing the position to 1,339 shares worth $377K. The position accounts for 0.14% of the portfolio, ranked #43.

Boyd Wealth Management first reported a position in IBM in Q4 2023 and has held it in 11 quarters since. The position peaked at $395K in Q4 2025. 823 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

Boyd Wealth Management held 1,339 shares of IBM worth $377K as of Q2 2026.
Boyd Wealth Management bought 6 IBM shares in Q2 2026, an estimated $1.51K.
IBM made up 0.14% of Boyd Wealth Management's portfolio in Q2 2026, its #43 holding.
Boyd Wealth Management first reported a position in IBM in Q4 2023 and has held it in 11 quarters since.
Boyd Wealth Management's IBM position peaked at $395K in Q4 2025.
823 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Boyd Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.