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Cassady Wealth & Retirement Planning’s IBM IBM Stock Holding History

Cassady Wealth & Retirement Planning’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 		$244K Buy
+866
New +$218K 0.11% 94
2026
Q1 		– Sell
-720
Closed -$213K – 102
2025
Q4 		$213K Buy
+720
New +$216K 0.14% 92

Other funds holding IBM

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
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
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Universal-Beteiligungs- und Servicegesellschaft
Universal-Beteiligungs- und Servicegesellschaft Frankfurt Am Main, Germany $65.4B AUM 39.83% 1-Year Est. Return

Cassady Wealth & Retirement Planning's IBM Position: Q2 2026 in Review

Cassady Wealth & Retirement Planning opened a new position in IBM (IBM) in Q2 2026: 866 shares worth $244K. The stake represents 0.11% of the portfolio and ranks #94 among its holdings. This is a return to the name: Cassady Wealth & Retirement Planning previously reported a position in IBM as recently as Q4 2025.

Cassady Wealth & Retirement Planning first reported a position in IBM in Q4 2025 and has held it in 2 quarters since. 2,259 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Cassady Wealth & Retirement Planning held 866 shares of IBM worth $244K as of Q2 2026.
  • IBM was a new Cassady Wealth & Retirement Planning position in Q2 2026.
  • IBM made up 0.11% of Cassady Wealth & Retirement Planning's portfolio in Q2 2026, its #94 holding.
  • Cassady Wealth & Retirement Planning first reported a position in IBM in Q4 2025 and has held it in 2 quarters since.
  • 2,259 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Cassady Wealth & Retirement Planning's 13F filing for Q2 2026, filed 27 Jul 2026.