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C2C Wealth Management’s IBM IBM Stock Holding History

C2C 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 		$5.26M Buy
18,721
+3
+0% +$756 4.12% 8
2026
Q1 		$4.54M Buy
18,718
+204
+1% +$55.2K 3.84% 8
2025
Q4 		$5.48M Buy
18,514
+485
+3% +$145K 4.62% 6
2025
Q3 		$5.09M Hold
18,029
– – 4.37% 8
2025
Q2 		$5.31M Hold
18,029
– – 4.81% 6
2025
Q1 		$4.48M Hold
18,029
– – 4.21% 8
2024
Q4 		$3.96M Hold
18,029
– – 3.67% 8
2024
Q3 		$3.73M Hold
18,029
– – 3.47% 8
2024
Q2 		$3.12M Hold
18,029
– – 3.05% 9
2024
Q1 		$3.44M Hold
18,029
– – 3.42% 8
2023
Q4 		$2.95M Sell
18,029
-29,758
-62% -$4.5M 2.5% 9
2023
Q3 		$6.72M Sell
47,787
-900
-2% -$128K 0.96% 8
2023
Q2 		$6.55M Buy
48,687
+2,785
+6% +$359K 0.87% 7
2023
Q1 		$5.9M Buy
45,902
+11,941
+35% +$1.6M 0.95% 7
2022
Q4 		$4.82M Sell
33,961
-1,105
-3% -$152K 0.83% 8
2022
Q3 		$4.4M Sell
35,066
-90
-0.3% -$11.8K 0.86% 9
2022
Q2 		$4.6M Sell
35,156
-2,089
-6% -$282K 0.84% 9
2022
Q1 		$5.05M Sell
37,245
-2,670
-7% -$348K 0.86% 10
2021
Q4 		$5.33M Buy
+39,915
New +$5.01M 0.77% 8

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

C2C Wealth Management's IBM Position: Q2 2026 in Review

C2C Wealth Management increased its IBM (IBM) stake by 0.02% in Q2 2026, buying an estimated $756 and bringing the position to 18,721 shares worth $5.26M. The position accounts for 4.12% of the portfolio, ranked #8.

C2C Wealth Management first reported a position in IBM in Q4 2021 and has held it in 19 quarters since. The position peaked at $6.72M in Q3 2023. 682 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • C2C Wealth Management held 18,721 shares of IBM worth $5.26M as of Q2 2026.
  • C2C Wealth Management bought 3 IBM shares in Q2 2026, an estimated $756.
  • IBM made up 4.12% of C2C Wealth Management's portfolio in Q2 2026, its #8 holding.
  • C2C Wealth Management first reported a position in IBM in Q4 2021 and has held it in 19 quarters since.
  • C2C Wealth Management's IBM position peaked at $6.72M in Q3 2023.
  • 682 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on C2C Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.