Braun-Bostich & Associates’s IBM IBM Stock Holding History

Braun-Bostich & Associates’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	$269K	Sell	957 -8	-0.8%	-$2.02K	0.15%	105
2026 Q1	$234K	Sell	965 -66	-6%	-$17.9K	0.15%	108
2025 Q4	$305K	Sell	1,031 -80	-7%	-$24K	0.19%	88
2025 Q3	$313K	Sell	1,111 -101	-8%	-$26.4K	0.2%	85
2025 Q2	$357K	Buy	1,212 +228	+23%	+$58.7K	0.24%	73
2025 Q1	$245K	Sell	984 -65	-6%	-$15.9K	0.18%	97
2024 Q4	$231K	Sell	1,049 -53	-5%	-$11.8K	0.17%	96
2024 Q3	$244K	Sell	1,102 -108	-9%	-$21.2K	0.17%	99
2024 Q2	$209K	Buy	+1,210	New	+$210K	0.16%	103
2020 Q4	–	Sell	-435	Closed	-$51K	–	129
2020 Q3	$51K	Hold	435	–	–	0.05%	150
2020 Q2	$50K	Hold	435	–	–	0.05%	132
2020 Q1	$44K	Sell	435 -52	-11%	-$6.58K	0.06%	138
2019 Q4	$63K	Buy	+487	New	+$63.3K	0.06%	138
2019 Q3	–	Sell	-514	Closed	-$68K	–	181
2019 Q2	$68K	Hold	514	–	–	0.07%	165
2019 Q1	$69K	Hold	514	–	–	0.07%	182
2018 Q4	$56K	Buy	514 +226	+78%	+$27.1K	0.06%	170
2018 Q3	$42K	Hold	288	–	–	0.04%	184
2018 Q2	$38K	Sell	288 -121	-30%	-$16.9K	0.04%	183
2018 Q1	$60K	Sell	409 -519	-56%	-$78.5K	0.05%	158
2017 Q4	$136K	Buy	+928	New	+$135K	0.12%	123

Other funds holding IBM

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

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

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

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

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Braun-Bostich & Associates's IBM Position: Q2 2026 in Review

Braun-Bostich & Associates reduced its IBM (IBM) stake by 0.83% in Q2 2026, selling an estimated $2.02K and leaving 957 shares worth $269K. The position accounts for 0.15% of the portfolio, ranked #105.

Braun-Bostich & Associates first reported a position in IBM in Q4 2017 and has held it in 20 quarters since. The position peaked at $357K in Q2 2025. 1,810 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

Braun-Bostich & Associates held 957 shares of IBM worth $269K as of Q2 2026.
Braun-Bostich & Associates sold 8 IBM shares in Q2 2026, an estimated $2.02K.
IBM made up 0.15% of Braun-Bostich & Associates's portfolio in Q2 2026, its #105 holding.
Braun-Bostich & Associates first reported a position in IBM in Q4 2017 and has held it in 20 quarters since.
Braun-Bostich & Associates's IBM position peaked at $357K in Q2 2025.
1,810 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Braun-Bostich & Associates's 13F filing for Q2 2026, filed 24 Jul 2026.