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Calamos Wealth Management’s IBM IBM Stock Holding History

Calamos 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 		$2.34M Buy
8,319
+79
+1% +$19.9K 0.07% 141
2026
Q1 		$2M Sell
8,240
-250
-3% -$67.6K 0.07% 144
2025
Q4 		$2.51M Buy
8,490
+162
+2% +$48.5K 0.09% 117
2025
Q3 		$2.35M Buy
8,328
+3,589
+76% +$939K 0.08% 124
2025
Q2 		$1.4M Buy
4,739
+790
+20% +$204K 0.06% 141
2025
Q1 		$982K Buy
3,949
+1,950
+98% +$477K 0.05% 149
2024
Q4 		$439K Buy
1,999
+84
+4% +$18.7K 0.02% 229
2024
Q3 		$423K Buy
1,915
+22
+1% +$4.31K 0.02% 232
2024
Q2 		$327K Buy
1,893
+786
+71% +$137K 0.02% 241
2024
Q1 		$211K Sell
1,107
-900
-45% -$164K 0.01% 285
2023
Q4 		$328K Buy
2,007
+55
+3% +$8.31K 0.02% 230
2023
Q3 		$274K Hold
1,952
– – 0.02% 265
2023
Q2 		$261K Hold
1,952
– – 0.02% 272
2023
Q1 		$256K Buy
1,952
+9
+0.5% +$1.2K 0.02% 274
2022
Q4 		$274K Hold
1,943
– – 0.02% 272
2022
Q3 		$231K Sell
1,943
-29
-1% -$3.81K 0.02% 286
2022
Q2 		$278K Sell
1,972
-600
-23% -$81K 0.02% 268
2022
Q1 		$334K Buy
2,572
+440
+21% +$57.4K 0.03% 271
2021
Q4 		$285K Sell
2,132
-98
-4% -$12.3K 0.02% 290
2021
Q3 		$296K Sell
2,230
-1,201
-35% -$161K 0.02% 286
2021
Q2 		$481K Sell
3,431
-1,173
-25% -$160K 0.04% 232
2021
Q1 		$587K Buy
4,604
+134
+3% +$16K 0.05% 207
2020
Q4 		$538K Buy
+4,470
New +$517K 0.05% 202
2015
Q2 		– Sell
-3,159
Closed -$485K – 231
2015
Q1 		$485K Sell
3,159
-622
-16% -$94.3K 0.12% 174
2014
Q4 		$580K Buy
+3,781
New +$602K 0.17% 161

Other funds holding IBM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 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
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

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

Calamos Wealth Management increased its IBM (IBM) stake by 0.96% in Q2 2026, buying an estimated $19.9K and bringing the position to 8,319 shares worth $2.34M. The position accounts for 0.07% of the portfolio, ranked #141.

Calamos Wealth Management first reported a position in IBM in Q4 2014 and has held it in 25 quarters since. The position peaked at $2.51M in Q4 2025. 1,915 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Calamos Wealth Management held 8,319 shares of IBM worth $2.34M as of Q2 2026.
  • Calamos Wealth Management bought 79 IBM shares in Q2 2026, an estimated $19.9K.
  • IBM made up 0.07% of Calamos Wealth Management's portfolio in Q2 2026, its #141 holding.
  • Calamos Wealth Management first reported a position in IBM in Q4 2014 and has held it in 25 quarters since.
  • Calamos Wealth Management's IBM position peaked at $2.51M in Q4 2025.
  • 1,915 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Calamos Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.