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Carter Financial Group’s IBM IBM Stock Holding History

Carter Financial Group’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 		$413K Sell
1,468
-110
-7% -$27.7K 0.21% 79
2026
Q1 		$382K Sell
1,578
-156
-9% -$42.2K 0.24% 69
2025
Q4 		$514K Sell
1,734
-71
-4% -$21.3K 0.3% 55
2025
Q3 		$509K Buy
1,805
+359
+25% +$94K 0.31% 54
2025
Q2 		$426K Buy
+1,446
New +$373K 0.28% 64

Other funds holding IBM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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
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
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Carter Financial Group's IBM Position: Q2 2026 in Review

Carter Financial Group reduced its IBM (IBM) stake by 7% in Q2 2026, selling an estimated $27.7K and leaving 1,468 shares worth $413K. The position accounts for 0.21% of the portfolio, ranked #79.

Carter Financial Group first reported a position in IBM in Q2 2025 and has held it in 5 quarters since. The position peaked at $514K in Q4 2025. 1,810 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Carter Financial Group held 1,468 shares of IBM worth $413K as of Q2 2026.
  • Carter Financial Group sold 110 IBM shares in Q2 2026, an estimated $27.7K.
  • IBM made up 0.21% of Carter Financial Group's portfolio in Q2 2026, its #79 holding.
  • Carter Financial Group first reported a position in IBM in Q2 2025 and has held it in 5 quarters since.
  • Carter Financial Group's IBM position peaked at $514K in Q4 2025.
  • 1,810 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Carter Financial Group's 13F filing for Q2 2026, filed 30 Jul 2026.