Centurion Wealth Management’s IBM IBM Stock Holding History

Centurion 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	$283K	Sell	1,006 -126	-11%	-$31.7K	0.07%	232
2026 Q1	$274K	Sell	1,132 -4	-0.4%	-$1.08K	0.06%	250
2025 Q4	$336K	Buy	1,136 +1	+0.1%	+$299	0.07%	212
2025 Q3	$320K	Sell	1,135 -2	-0.2%	-$524	0.07%	215
2025 Q2	$335K	Buy	1,137 +14	+1%	+$3.61K	0.1%	166
2025 Q1	$247K	Hold	1,123	–	–	0.08%	178
2024 Q4	$247K	Hold	1,123	–	–	0.08%	178
2024 Q3	$248K	Buy	+1,123	New	+$220K	0.08%	177
2024 Q1	$260K	Buy	+1,362	New	+$248K	0.1%	151

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

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 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

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

Centurion Wealth Management reduced its IBM (IBM) stake by 11% in Q2 2026, selling an estimated $31.7K and leaving 1,006 shares worth $283K. The position accounts for 0.07% of the portfolio, ranked #232.

Centurion Wealth Management first reported a position in IBM in Q1 2024 and has held it in 9 quarters since. The position peaked at $336K in Q4 2025. 2,022 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

Centurion Wealth Management held 1,006 shares of IBM worth $283K as of Q2 2026.
Centurion Wealth Management sold 126 IBM shares in Q2 2026, an estimated $31.7K.
IBM made up 0.07% of Centurion Wealth Management's portfolio in Q2 2026, its #232 holding.
Centurion Wealth Management first reported a position in IBM in Q1 2024 and has held it in 9 quarters since.
Centurion Wealth Management's IBM position peaked at $336K in Q4 2025.
2,022 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Centurion Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.