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Broadway Wealth Solutions’s IBM IBM Stock Holding History

Broadway 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 		$852K Buy
3,029
+5
+0.2% +$1.26K 0.4% 25
2026
Q1 		$733K Buy
3,024
+201
+7% +$54.4K 0.38% 24
2025
Q4 		$836K Sell
2,823
-55
-2% -$16.5K 0.45% 24
2025
Q3 		$812K Buy
2,878
+481
+20% +$126K 0.46% 24
2025
Q2 		$707K Buy
2,397
+242
+11% +$62.3K 0.44% 23
2025
Q1 		$536K Buy
2,155
+213
+11% +$52.1K 0.39% 22
2024
Q4 		$427K Buy
+1,942
New +$433K 0.32% 30

Other funds holding IBM

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Robeco Institutional Asset Management
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
BHIA
Birch Hill Investment Advisors Boston, Massachusetts $2.47B AUM 20.95% 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
II
IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return

Broadway Wealth Solutions's IBM Position: Q2 2026 in Review

Broadway Wealth Solutions increased its IBM (IBM) stake by 0.17% in Q2 2026, buying an estimated $1.26K and bringing the position to 3,029 shares worth $852K. The position accounts for 0.4% of the portfolio, ranked #25.

Broadway Wealth Solutions first reported a position in IBM in Q4 2024 and has held it in 7 quarters since. 891 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Broadway Wealth Solutions held 3,029 shares of IBM worth $852K as of Q2 2026.
  • Broadway Wealth Solutions bought 5 IBM shares in Q2 2026, an estimated $1.26K.
  • IBM made up 0.4% of Broadway Wealth Solutions's portfolio in Q2 2026, its #25 holding.
  • Broadway Wealth Solutions first reported a position in IBM in Q4 2024 and has held it in 7 quarters since.
  • 891 funds tracked by Wall St. Rank held IBM as of Q2 2026.

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