Bright Futures Wealth Management’s IBM IBM Stock Holding History

Bright Futures 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	$473K	Sell	1,683 -186	-10%	-$46.9K	0.31%	99
2026 Q1	$453K	Sell	1,869 -25	-1%	-$6.76K	0.31%	90
2025 Q4	$561K	Buy	1,894 +966	+104%	+$289K	0.42%	77
2025 Q3	$262K	Buy	+928	New	+$243K	0.2%	113
2025 Q1	$245K	Sell	1,039 -519	-33%	-$127K	0.27%	95
2024 Q4	$356K	Sell	1,558 -10,110	-87%	-$2.25M	0.32%	83
2024 Q3	$2.39M	Sell	11,668 -37	-0.3%	-$7.25K	1.15%	21
2024 Q2	$2.21M	Sell	11,705 -210	-2%	-$36.5K	1.2%	21
2024 Q1	$2.04M	Buy	+11,915	New	+$2.17M	1.1%	25

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

Bright Futures Wealth Management's IBM Position: Q2 2026 in Review

Bright Futures Wealth Management reduced its IBM (IBM) stake by 10% in Q2 2026, selling an estimated $46.9K and leaving 1,683 shares worth $473K. The position accounts for 0.31% of the portfolio, ranked #99.

Bright Futures Wealth Management first reported a position in IBM in Q1 2024 and has held it in 9 quarters since. The position peaked at $2.39M in Q3 2024. 1,363 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

Bright Futures Wealth Management held 1,683 shares of IBM worth $473K as of Q2 2026.
Bright Futures Wealth Management sold 186 IBM shares in Q2 2026, an estimated $46.9K.
IBM made up 0.31% of Bright Futures Wealth Management's portfolio in Q2 2026, its #99 holding.
Bright Futures Wealth Management first reported a position in IBM in Q1 2024 and has held it in 9 quarters since.
Bright Futures Wealth Management's IBM position peaked at $2.39M in Q3 2024.
1,363 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Bright Futures Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.