Burkett Financial Services’s IBM IBM Stock Holding History

Burkett Financial Services’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	$126K	Buy	449 +3	+0.7%	+$756	0.04%	64
2026 Q1	$108K	Buy	446 +3	+0.7%	+$812	0.04%	68
2025 Q4	$132K	Buy	443 +1	+0.2%	+$299	0.04%	62
2025 Q3	$125K	Buy	442 +3	+0.7%	+$785	0.04%	66
2025 Q2	$129K	Buy	439 +3	+0.7%	+$773	0.05%	60
2025 Q1	$108K	Buy	436 +3	+0.7%	+$734	0.04%	64
2024 Q4	$95.3K	Buy	433 +3	+0.7%	+$668	0.04%	65
2024 Q3	$95.1K	Buy	430 +3	+0.7%	+$588	0.04%	62
2024 Q2	$73.8K	Buy	427 +4	+0.9%	+$695	0.04%	62
2024 Q1	$80.7K	Buy	423 +4	+1%	+$730	0.04%	68
2023 Q4	$68.5K	Buy	+419	New	+$63.3K	0.04%	75

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

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

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

DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return

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

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 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

Burkett Financial Services's IBM Position: Q2 2026 in Review

Burkett Financial Services increased its IBM (IBM) stake by 0.67% in Q2 2026, buying an estimated $756 and bringing the position to 449 shares worth $126K. The position accounts for 0.04% of the portfolio, ranked #64.

Burkett Financial Services first reported a position in IBM in Q4 2023 and has held it in 11 quarters since. The position peaked at $132K in Q4 2025. 2,145 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

Burkett Financial Services held 449 shares of IBM worth $126K as of Q2 2026.
Burkett Financial Services bought 3 IBM shares in Q2 2026, an estimated $756.
IBM made up 0.04% of Burkett Financial Services's portfolio in Q2 2026, its #64 holding.
Burkett Financial Services first reported a position in IBM in Q4 2023 and has held it in 11 quarters since.
Burkett Financial Services's IBM position peaked at $132K in Q4 2025.
2,145 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Burkett Financial Services's 13F filing for Q2 2026, filed 2 Jul 2026.