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Brown Miller Wealth Management’s IBM IBM Stock Holding History

Brown Miller 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 		$3.69M Buy
13,126
+541
+4% +$136K 0.93% 25
2026
Q1 		$3.05M Buy
12,585
+379
+3% +$103K 0.87% 30
2025
Q4 		$3.62M Sell
12,206
-20
-0.2% -$5.99K 1% 24
2025
Q3 		$3.45M Sell
12,226
-178
-1% -$46.6K 0.98% 25
2025
Q2 		$3.66M Sell
12,404
-260
-2% -$67K 1.14% 20
2025
Q1 		$3.15M Buy
12,664
+86
+0.7% +$21K 1.09% 23
2024
Q4 		$2.77M Sell
12,578
-37
-0.3% -$8.24K 1.06% 29
2024
Q3 		$2.79M Buy
12,615
+15
+0.1% +$2.94K 1.08% 30
2024
Q2 		$2.18M Sell
12,600
-156
-1% -$27.1K 0.91% 34
2024
Q1 		$2.44M Buy
12,756
+475
+4% +$86.7K 1.07% 28
2023
Q4 		$2.01M Sell
12,281
-363
-3% -$54.9K 1% 33
2023
Q3 		$1.77M Buy
12,644
+4,015
+47% +$571K 0.99% 34
2023
Q2 		$1.15M Buy
8,629
+90
+1% +$11.6K 0.62% 46
2023
Q1 		$1.12M Buy
8,539
+467
+6% +$62.5K 0.66% 45
2022
Q4 		$1.14M Sell
8,072
-176
-2% -$24.3K 0.72% 45
2022
Q3 		$979K Sell
8,248
-1,908
-19% -$250K 0.69% 43
2022
Q2 		$1.43M Sell
10,156
-12,214
-55% -$1.65M 0.97% 32
2022
Q1 		$2.91M Buy
22,370
+895
+4% +$117K 1.68% 13
2021
Q4 		$2.87M Buy
21,475
+4,315
+25% +$541K 1.64% 15
2021
Q3 		$2.28M Buy
17,160
+463
+3% +$61.9K 1.43% 18
2021
Q2 		$2.34M Buy
16,697
+549
+3% +$75.1K 1.49% 17
2021
Q1 		$2.06M Buy
16,148
+1,088
+7% +$130K 1.45% 16
2020
Q4 		$1.81M Buy
+15,060
New +$1.74M 1.36% 22

Other funds holding IBM

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 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
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
VF
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
WG
Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return

Brown Miller Wealth Management's IBM Position: Q2 2026 in Review

Brown Miller Wealth Management increased its IBM (IBM) stake by 4.3% in Q2 2026, buying an estimated $136K and bringing the position to 13,126 shares worth $3.69M. The position accounts for 0.93% of the portfolio, ranked #25.

Brown Miller Wealth Management first reported a position in IBM in Q4 2020 and has held it in 23 quarters since. 1,245 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Brown Miller Wealth Management held 13,126 shares of IBM worth $3.69M as of Q2 2026.
  • Brown Miller Wealth Management bought 541 IBM shares in Q2 2026, an estimated $136K.
  • IBM made up 0.93% of Brown Miller Wealth Management's portfolio in Q2 2026, its #25 holding.
  • Brown Miller Wealth Management first reported a position in IBM in Q4 2020 and has held it in 23 quarters since.
  • 1,245 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Brown Miller Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.