Catalyst Financial Partners’s IBM IBM Stock Holding History

Catalyst Financial Partners’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	$1.71M	Sell	6,088 -6	-0.1%	-$1.51K	0.17%	74
2026 Q1	$1.48M	Buy	6,094 +99	+2%	+$26.8K	0.17%	70
2025 Q4	$1.78M	Buy	5,995 +538	+10%	+$161K	0.2%	53
2025 Q3	$1.54M	Buy	5,457 +40	+0.7%	+$10.5K	0.19%	57
2025 Q2	$1.6M	Buy	5,417 +440	+9%	+$113K	0.17%	48
2025 Q1	$1.24M	Buy	4,977 +159	+3%	+$38.9K	0.23%	53
2024 Q4	$1.06M	Buy	4,818 +270	+6%	+$60.1K	0.2%	61
2024 Q3	$1.01M	Buy	4,548 +215	+5%	+$42.2K	0.2%	69
2024 Q2	$749K	Buy	4,333 +1,007	+30%	+$175K	0.16%	79
2024 Q1	$609K	Buy	3,326 +165	+5%	+$30.1K	0.16%	86
2023 Q4	$517K	Buy	3,161 +659	+26%	+$99.6K	0.15%	92
2023 Q3	$351K	Buy	2,502 +226	+10%	+$32.2K	0.11%	134
2023 Q2	$305K	Buy	2,276 +305	+15%	+$39.4K	0.11%	139
2023 Q1	$258K	Buy	1,971 +199	+11%	+$26.6K	0.11%	139
2022 Q4	$250K	Buy	+1,772	New	+$244K	0.13%	133

Other funds holding IBM

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

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

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

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

Catalyst Financial Partners's IBM Position: Q2 2026 in Review

Catalyst Financial Partners reduced its IBM (IBM) stake by 0.1% in Q2 2026, selling an estimated $1.51K and leaving 6,088 shares worth $1.71M. The position accounts for 0.17% of the portfolio, ranked #74.

Catalyst Financial Partners first reported a position in IBM in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.78M in Q4 2025. 1,915 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

Catalyst Financial Partners held 6,088 shares of IBM worth $1.71M as of Q2 2026.
Catalyst Financial Partners sold 6 IBM shares in Q2 2026, an estimated $1.51K.
IBM made up 0.17% of Catalyst Financial Partners's portfolio in Q2 2026, its #74 holding.
Catalyst Financial Partners first reported a position in IBM in Q4 2022 and has held it in 15 quarters since.
Catalyst Financial Partners's IBM position peaked at $1.78M in Q4 2025.
1,915 funds tracked by Wall St. Rank held IBM as of Q2 2026.

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