Brady Martz Wealth Solutions’s IBM IBM Stock Holding History

Brady Martz Wealth Solutions’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	$1.95M	Buy	6,926 +8	+0.1%	+$2.02K	0.29%	73
2026 Q1	$1.68M	Sell	6,918 -1,129	-14%	-$305K	0.29%	72
2025 Q4	$2.38M	Sell	8,047 -1,049	-12%	-$314K	0.42%	51
2025 Q3	$2.57M	Buy	9,096 +30	+0.3%	+$7.85K	0.47%	48
2025 Q2	$2.67M	Buy	9,066 +99	+1%	+$25.5K	0.52%	46
2025 Q1	$2.23M	Buy	8,967 +57	+0.6%	+$13.9K	0.5%	50
2024 Q4	$1.94M	Buy	+8,910	New	+$1.98M	0.47%	53

Other funds holding IBM

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

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 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

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

Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return

FWIA

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

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Brady Martz Wealth Solutions's IBM Position: Q2 2026 in Review

Brady Martz Wealth Solutions increased its IBM (IBM) stake by 0.12% in Q2 2026, buying an estimated $2.02K and bringing the position to 6,926 shares worth $1.95M. The position accounts for 0.29% of the portfolio, ranked #73.

Brady Martz Wealth Solutions first reported a position in IBM in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.67M in Q2 2025. 1,362 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

Brady Martz Wealth Solutions held 6,926 shares of IBM worth $1.95M as of Q2 2026.
Brady Martz Wealth Solutions bought 8 IBM shares in Q2 2026, an estimated $2.02K.
IBM made up 0.29% of Brady Martz Wealth Solutions's portfolio in Q2 2026, its #73 holding.
Brady Martz Wealth Solutions first reported a position in IBM in Q4 2024 and has held it in 7 quarters since.
Brady Martz Wealth Solutions's IBM position peaked at $2.67M in Q2 2025.
1,362 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Brady Martz Wealth Solutions's 13F filing for Q2 2026, filed 23 Jul 2026.