Bridgewealth Advisory Group’s IBM IBM Stock Holding History

Bridgewealth Advisory 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	$323K	Buy	1,149 +3	+0.3%	+$756	0.06%	98
2026 Q1	$278K	Buy	1,146 +6	+0.5%	+$1.62K	0.06%	100
2025 Q4	$338K	Buy	1,140 +4	+0.4%	+$1.2K	0.07%	94
2025 Q3	$321K	Buy	1,136 +4	+0.4%	+$1.05K	0.07%	90
2025 Q2	$334K	Buy	+1,132	New	+$292K	0.08%	84
2025 Q1	–	Sell	-1,123	Closed	-$291K	–	72
2024 Q4	$291K	Buy	1,123 +90	+9%	+$20K	0.08%	84
2024 Q3	$228K	Buy	+1,033	New	+$203K	0.08%	75

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

Bridgewealth Advisory Group's IBM Position: Q2 2026 in Review

Bridgewealth Advisory Group increased its IBM (IBM) stake by 0.26% in Q2 2026, buying an estimated $756 and bringing the position to 1,149 shares worth $323K. The position accounts for 0.06% of the portfolio, ranked #98.

Bridgewealth Advisory Group first reported a position in IBM in Q3 2024 and has held it in 7 quarters since. The position peaked at $338K in Q4 2025. 1,363 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

Bridgewealth Advisory Group held 1,149 shares of IBM worth $323K as of Q2 2026.
Bridgewealth Advisory Group bought 3 IBM shares in Q2 2026, an estimated $756.
IBM made up 0.06% of Bridgewealth Advisory Group's portfolio in Q2 2026, its #98 holding.
Bridgewealth Advisory Group first reported a position in IBM in Q3 2024 and has held it in 7 quarters since.
Bridgewealth Advisory Group's IBM position peaked at $338K in Q4 2025.
1,363 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Bridgewealth Advisory Group's 13F filing for Q2 2026, filed 27 Jul 2026.