Challenger Wealth Management’s IBM IBM Stock Holding History

Challenger 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	$507K	Buy	1,802 +42	+2%	+$10.6K	0.37%	44
2026 Q1	$426K	Sell	1,760 -67	-4%	-$18.1K	0.34%	45
2025 Q4	$541K	Sell	1,827 -3	-0.2%	-$898	0.41%	39
2025 Q3	$516K	Buy	1,830 +17	+0.9%	+$4.45K	0.4%	41
2025 Q2	$535K	Buy	1,813 +6	+0.3%	+$1.55K	0.37%	45
2025 Q1	$449K	Sell	1,807 -4	-0.2%	-$978	0.36%	52
2024 Q4	$398K	Buy	+1,811	New	+$403K	0.34%	57

Other funds holding IBM

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

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

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

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

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

Challenger Wealth Management increased its IBM (IBM) stake by 2.4% in Q2 2026, buying an estimated $10.6K and bringing the position to 1,802 shares worth $507K. The position accounts for 0.37% of the portfolio, ranked #44.

Challenger Wealth Management first reported a position in IBM in Q4 2024 and has held it in 7 quarters since. The position peaked at $541K in Q4 2025. 1,687 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

Challenger Wealth Management held 1,802 shares of IBM worth $507K as of Q2 2026.
Challenger Wealth Management bought 42 IBM shares in Q2 2026, an estimated $10.6K.
IBM made up 0.37% of Challenger Wealth Management's portfolio in Q2 2026, its #44 holding.
Challenger Wealth Management first reported a position in IBM in Q4 2024 and has held it in 7 quarters since.
Challenger Wealth Management's IBM position peaked at $541K in Q4 2025.
1,687 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Challenger Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.