Buck Wealth Strategies’s IBM IBM Stock Holding History

Buck Wealth Strategies’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	$475K	Sell	1,688 -50	-3%	-$12.6K	0.05%	129
2026 Q1	$421K	Sell	1,738 -31	-2%	-$8.39K	0.05%	111
2025 Q4	$524K	Buy	1,769 +21	+1%	+$6.29K	0.07%	102
2025 Q3	$493K	Sell	1,748 -46	-3%	-$12K	0.07%	117
2025 Q2	$529K	Buy	1,794 +66	+4%	+$17K	0.08%	96
2025 Q1	$430K	Buy	1,728 +26	+2%	+$6.36K	0.08%	92
2024 Q4	$374K	Buy	+1,702	New	+$379K	0.08%	70
2024 Q2	–	Sell	-16,375	Closed	-$3.13M	–	94
2024 Q1	$3.13M	Buy	+16,375	New	+$2.99M	1.07%	27
2023 Q4	–	Sell	-44	Closed	-$6.24K	–	180
2023 Q3	$6.24K	Hold	44	–	–	﹤0.01%	225
2023 Q2	$5.89K	Buy	+44	New	+$5.68K	﹤0.01%	178

Other funds holding IBM

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Buck Wealth Strategies's IBM Position: Q2 2026 in Review

Buck Wealth Strategies reduced its IBM (IBM) stake by 2.9% in Q2 2026, selling an estimated $12.6K and leaving 1,688 shares worth $475K. The position accounts for 0.05% of the portfolio, ranked #129.

Buck Wealth Strategies first reported a position in IBM in Q2 2023 and has held it in 10 quarters since. The position peaked at $3.13M in Q1 2024. 1,954 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

Buck Wealth Strategies held 1,688 shares of IBM worth $475K as of Q2 2026.
Buck Wealth Strategies sold 50 IBM shares in Q2 2026, an estimated $12.6K.
IBM made up 0.05% of Buck Wealth Strategies's portfolio in Q2 2026, its #129 holding.
Buck Wealth Strategies first reported a position in IBM in Q2 2023 and has held it in 10 quarters since.
Buck Wealth Strategies's IBM position peaked at $3.13M in Q1 2024.
1,954 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Buck Wealth Strategies's 13F filing for Q2 2026, filed 30 Jul 2026.