CKAIS
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Christensen King & Associates Investment Services’s IBM IBM Stock Holding History

Christensen King & Associates Investment Services’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 		$271K Hold
963
– – 0.11% 92
2026
Q1 		$233K Hold
963
– – 0.1% 98
2025
Q4 		$285K Sell
963
-319
-25% -$95.5K 0.12% 86
2025
Q3 		$362K Buy
+1,282
New +$336K 0.16% 71

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

Christensen King & Associates Investment Services's IBM Position: Q2 2026 in Review

Christensen King & Associates Investment Services held its IBM (IBM) position steady in Q2 2026 at 963 shares worth $271K. The position accounts for 0.11% of the portfolio, ranked #92.

Christensen King & Associates Investment Services first reported a position in IBM in Q3 2025 and has held it in 4 quarters since. The position peaked at $362K in Q3 2025. 1,810 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Christensen King & Associates Investment Services held 963 shares of IBM worth $271K as of Q2 2026.
  • Christensen King & Associates Investment Services left its IBM share count unchanged in Q2 2026.
  • IBM made up 0.11% of Christensen King & Associates Investment Services's portfolio in Q2 2026, its #92 holding.
  • Christensen King & Associates Investment Services first reported a position in IBM in Q3 2025 and has held it in 4 quarters since.
  • Christensen King & Associates Investment Services's IBM position peaked at $362K in Q3 2025.
  • 1,810 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Christensen King & Associates Investment Services's 13F filing for Q2 2026, filed 14 Jul 2026.