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BSW Wealth Partners’s IBM IBM Stock Holding History

BSW Wealth Partners’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 		$973K Sell
3,460
-38
-1% -$9.57K 0.11% 111
2026
Q1 		$848K Sell
3,498
-656
-16% -$177K 0.1% 113
2025
Q4 		$1.23M Sell
4,154
-5
-0.1% -$1.5K 0.15% 83
2025
Q3 		$1.17M Sell
4,159
-18
-0.4% -$4.71K 0.15% 81
2025
Q2 		$1.23M Buy
+4,177
New +$1.08M 0.17% 73
2025
Q1 		– Sell
-4,548
Closed -$1,000K – 319
2024
Q4 		$1,000K Buy
4,548
+1,189
+35% +$265K 0.15% 86
2024
Q3 		$743K Sell
3,359
-3,183
-49% -$624K 0.11% 104
2024
Q2 		$1.13M Sell
6,542
-1,316
-17% -$229K 0.19% 69
2024
Q1 		$1.5M Buy
7,858
+143
+2% +$26.1K 0.25% 55
2023
Q4 		$1.26M Buy
7,715
+21
+0.3% +$3.17K 0.25% 54
2023
Q3 		$1.08M Sell
7,694
-1,681
-18% -$239K 0.24% 58
2023
Q2 		$1.25M Buy
9,375
+875
+10% +$113K 0.26% 51
2023
Q1 		$1.11M Sell
8,500
-141
-2% -$18.9K 0.23% 59
2022
Q4 		$1.22M Buy
8,641
+579
+7% +$79.9K 0.26% 57
2022
Q3 		$958K Buy
8,062
+127
+2% +$16.7K 0.24% 52
2022
Q2 		$1.12M Buy
7,935
+1,933
+32% +$261K 0.27% 48
2022
Q1 		$780K Buy
6,002
+315
+6% +$41.1K 0.2% 79
2021
Q4 		$760K Sell
5,687
-105
-2% -$13.2K 0.19% 75
2021
Q3 		$769K Sell
5,792
-2,284
-28% -$305K 0.21% 60
2021
Q2 		$1.13M Buy
8,076
+771
+11% +$105K 0.31% 46
2021
Q1 		$931K Buy
7,305
+2,106
+41% +$252K 0.27% 44
2020
Q4 		$626K Buy
5,199
+977
+23% +$113K 0.19% 63
2020
Q3 		$491K Buy
4,222
+124
+3% +$14.6K 0.18% 70
2020
Q2 		$473K Buy
4,098
+172
+4% +$20K 0.16% 67
2020
Q1 		$416K Sell
3,926
-278
-7% -$35.2K 0.17% 62
2019
Q4 		$539K Sell
4,204
-72
-2% -$9.36K 0.18% 53
2019
Q3 		$595K Buy
4,276
+47
+1% +$6.34K 0.23% 43
2019
Q2 		$557K Buy
4,229
+65
+2% +$8.54K 0.21% 49
2019
Q1 		$562K Buy
4,164
+334
+9% +$42.6K 0.22% 45
2018
Q4 		$417K Sell
3,830
-837
-18% -$100K 0.16% 56
2018
Q3 		$675K Buy
4,667
+55
+1% +$7.68K 0.26% 37
2018
Q2 		$616K Buy
4,612
+223
+5% +$31.1K 0.27% 39
2018
Q1 		$644K Buy
4,389
+61
+1% +$9.23K 0.29% 36
2017
Q4 		$635K Buy
4,328
+162
+4% +$23.6K 0.26% 37
2017
Q3 		$578K Sell
4,166
-271
-6% -$37.8K 0.25% 39
2017
Q2 		$652K Buy
4,437
+261
+6% +$39.3K 0.3% 33
2017
Q1 		$695K Buy
4,176
+15
+0.4% +$2.52K 0.34% 29
2016
Q4 		$660K Buy
4,161
+3,518
+547% +$536K 0.34% 33
2016
Q3 		$3.87K Sell
643
-3,384
-84% -$514K 0.13% 56
2016
Q2 		$584K Sell
4,027
-17
-0.4% -$2.43K 0.32% 33
2016
Q1 		$586K Sell
4,044
-4
-0.1% -$511 0.33% 33
2015
Q4 		$533K Buy
4,048
+4
+0.1% +$537 0.27% 37
2015
Q3 		$560K Sell
4,044
-70
-2% -$10.3K 0.33% 34
2015
Q2 		$640K Hold
4,114
– – 0.41% 25
2015
Q1 		$631K Hold
4,114
– – 0.4% 25
2014
Q4 		$631K Hold
4,114
– – 0.51% 28
2014
Q3 		$747K Buy
4,114
+77
+2% +$14K 0.58% 21
2014
Q2 		$700K Sell
4,037
-21
-0.5% -$3.78K 0.55% 21
2014
Q1 		$747K Sell
4,058
-28
-0.7% -$4.93K 0.6% 21
2013
Q4 		$733K Buy
4,086
+28
+0.7% +$4.83K 0.59% 22
2013
Q3 		$718K Sell
4,058
-210
-5% -$38.2K 0.62% 20
2013
Q2 		$780K Buy
+4,268
New +$831K 0.69% 18

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
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 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
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM

BSW Wealth Partners's IBM Position: Q2 2026 in Review

BSW Wealth Partners reduced its IBM (IBM) stake by 1.1% in Q2 2026, selling an estimated $9.57K and leaving 3,460 shares worth $973K. The position accounts for 0.11% of the portfolio, ranked #111.

BSW Wealth Partners first reported a position in IBM in Q2 2013 and has held it in 52 quarters since. The position peaked at $1.5M in Q1 2024. 682 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • BSW Wealth Partners held 3,460 shares of IBM worth $973K as of Q2 2026.
  • BSW Wealth Partners sold 38 IBM shares in Q2 2026, an estimated $9.57K.
  • IBM made up 0.11% of BSW Wealth Partners's portfolio in Q2 2026, its #111 holding.
  • BSW Wealth Partners first reported a position in IBM in Q2 2013 and has held it in 52 quarters since.
  • BSW Wealth Partners's IBM position peaked at $1.5M in Q1 2024.
  • 682 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on BSW Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.