CFG
IBM icon

Clayton Financial Group’s IBM IBM Stock Holding History

Clayton Financial Group’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 		$309K Sell
1,100
-249
-18% -$62.7K 0.17% 48
2026
Q1 		$327K Hold
1,349
– – 0.17% 55
2025
Q4 		$400K Buy
1,349
+249
+23% +$74.6K 0.2% 47
2025
Q3 		$310K Buy
+1,100
New +$288K 0.23% 42

Other funds holding IBM

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 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
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
WG
Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return
BHIA
Birch Hill Investment Advisors Boston, Massachusetts $2.47B AUM 20.95% 1-Year Est. Return

Clayton Financial Group's IBM Position: Q2 2026 in Review

Clayton Financial Group reduced its IBM (IBM) stake by 18% in Q2 2026, selling an estimated $62.7K and leaving 1,100 shares worth $309K. The position accounts for 0.17% of the portfolio, ranked #48.

Clayton Financial Group first reported a position in IBM in Q3 2025 and has held it in 4 quarters since. The position peaked at $400K in Q4 2025. 1,112 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Clayton Financial Group held 1,100 shares of IBM worth $309K as of Q2 2026.
  • Clayton Financial Group sold 249 IBM shares in Q2 2026, an estimated $62.7K.
  • IBM made up 0.17% of Clayton Financial Group's portfolio in Q2 2026, its #48 holding.
  • Clayton Financial Group first reported a position in IBM in Q3 2025 and has held it in 4 quarters since.
  • Clayton Financial Group's IBM position peaked at $400K in Q4 2025.
  • 1,112 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Clayton Financial Group's 13F filing for Q2 2026, filed 20 Jul 2026.