Clarity Wealth Advisors’s IBM IBM Stock Holding History

Clarity Wealth Advisors’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	$421K	Sell	1,498 -12	-0.8%	-$3.02K	0.07%	77
2026 Q1	$366K	Sell	1,510 -95	-6%	-$25.7K	0.08%	77
2025 Q4	$475K	Sell	1,605 -132	-8%	-$39.5K	0.1%	67
2025 Q3	$490K	Sell	1,737 -200	-10%	-$52.4K	0.11%	64
2025 Q2	$571K	Sell	1,937 -164	-8%	-$42.3K	0.14%	58
2025 Q1	$522K	Buy	2,101 +200	+11%	+$48.9K	0.14%	53
2024 Q4	$418K	Hold	1,901	–	–	0.11%	65
2024 Q3	$420K	Buy	1,901 +15	+0.8%	+$2.94K	0.12%	65
2024 Q2	$326K	Sell	1,886 -50	-3%	-$8.69K	0.11%	73
2024 Q1	$370K	Buy	1,936 +104	+6%	+$19K	0.13%	67
2023 Q4	$300K	Buy	+1,832	New	+$277K	0.11%	73

Other funds holding IBM

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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

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

Clarity Wealth Advisors's IBM Position: Q2 2026 in Review

Clarity Wealth Advisors reduced its IBM (IBM) stake by 0.79% in Q2 2026, selling an estimated $3.02K and leaving 1,498 shares worth $421K. The position accounts for 0.07% of the portfolio, ranked #77.

Clarity Wealth Advisors first reported a position in IBM in Q4 2023 and has held it in 11 quarters since. The position peaked at $571K in Q2 2025. 1,810 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

Clarity Wealth Advisors held 1,498 shares of IBM worth $421K as of Q2 2026.
Clarity Wealth Advisors sold 12 IBM shares in Q2 2026, an estimated $3.02K.
IBM made up 0.07% of Clarity Wealth Advisors's portfolio in Q2 2026, its #77 holding.
Clarity Wealth Advisors first reported a position in IBM in Q4 2023 and has held it in 11 quarters since.
Clarity Wealth Advisors's IBM position peaked at $571K in Q2 2025.
1,810 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Clarity Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.