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BXM Wealth’s IBM IBM Stock Holding History

BXM Wealth’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 		$1.35M Buy
4,788
+601
+14% +$151K 0.73% 32
2026
Q1 		$1.01M Sell
4,187
-49,106
-92% -$13.3M 0.78% 31
2025
Q4 		$1.22M Buy
53,293
+48,571
+1,029% +$14.5M 0.94% 24
2025
Q3 		$1.33M Buy
4,722
+601
+15% +$157K 1.26% 19
2025
Q2 		$1.21M Sell
4,121
-25
-0.6% -$6.44K 1.44% 22
2025
Q1 		$1.03M Buy
4,146
+147
+4% +$36K 1.24% 23
2024
Q4 		$879K Buy
+3,999
New +$891K 1.23% 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

BXM Wealth's IBM Position: Q2 2026 in Review

BXM Wealth increased its IBM (IBM) stake by 14% in Q2 2026, buying an estimated $151K and bringing the position to 4,788 shares worth $1.35M. The position accounts for 0.73% of the portfolio, ranked #32.

BXM Wealth first reported a position in IBM in Q4 2024 and has held it in 7 quarters since. 1,266 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • BXM Wealth held 4,788 shares of IBM worth $1.35M as of Q2 2026.
  • BXM Wealth bought 601 IBM shares in Q2 2026, an estimated $151K.
  • IBM made up 0.73% of BXM Wealth's portfolio in Q2 2026, its #32 holding.
  • BXM Wealth first reported a position in IBM in Q4 2024 and has held it in 7 quarters since.
  • 1,266 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on BXM Wealth's 13F filing for Q2 2026, filed 27 Jul 2026.