Caliber Wealth Management (Kansas)’s IBM IBM Stock Holding History

Caliber Wealth Management (Kansas)’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	$422K	Buy	1,502 +80	+6%	+$20.2K	0.04%	201
2026 Q1	$345K	Sell	1,422 -139	-9%	-$37.6K	0.04%	205
2025 Q4	$462K	Buy	1,561 +134	+9%	+$40.1K	0.05%	182
2025 Q3	$403K	Sell	1,427 -819	-36%	-$214K	0.04%	188
2025 Q2	$662K	Sell	2,246 -34	-1%	-$8.76K	0.07%	160
2025 Q1	$567K	Buy	+2,280	New	+$558K	0.08%	156

Other funds holding IBM

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

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

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

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

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Caliber Wealth Management (Kansas)'s IBM Position: Q2 2026 in Review

Caliber Wealth Management (Kansas) increased its IBM (IBM) stake by 5.6% in Q2 2026, buying an estimated $20.2K and bringing the position to 1,502 shares worth $422K. The position accounts for 0.04% of the portfolio, ranked #201.

Caliber Wealth Management (Kansas) first reported a position in IBM in Q1 2025 and has held it in 6 quarters since. The position peaked at $662K in Q2 2025. 1,597 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

Caliber Wealth Management (Kansas) held 1,502 shares of IBM worth $422K as of Q2 2026.
Caliber Wealth Management (Kansas) bought 80 IBM shares in Q2 2026, an estimated $20.2K.
IBM made up 0.04% of Caliber Wealth Management (Kansas)'s portfolio in Q2 2026, its #201 holding.
Caliber Wealth Management (Kansas) first reported a position in IBM in Q1 2025 and has held it in 6 quarters since.
Caliber Wealth Management (Kansas)'s IBM position peaked at $662K in Q2 2025.
1,597 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Caliber Wealth Management (Kansas)'s 13F filing for Q2 2026, filed 22 Jul 2026.