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Clune & Associates’s IBM IBM Stock Holding History

Clune & Associates’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 		$365K Sell
1,299
-14
-1% -$3.53K 0.06% 133
2026
Q1 		$318K Buy
1,313
+1
+0.1% +$271 0.06% 135
2025
Q4 		$389K Buy
1,312
+286
+28% +$85.7K 0.08% 124
2025
Q3 		$290K Sell
1,026
-289
-22% -$75.6K 0.07% 125
2025
Q2 		$388K Buy
1,315
+267
+25% +$68.8K 0.11% 113
2025
Q1 		$261K Hold
1,048
– – 0.08% 120
2024
Q4 		$230K Buy
+1,048
New +$233K 0.08% 127

Other funds holding IBM

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 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
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
BHIA
Birch Hill Investment Advisors Boston, Massachusetts $2.47B AUM 20.95% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
EOJOAM
E. Ohman J:or Asset Management Stockholm, Sweden $4.3B AUM 29.55% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return

Clune & Associates's IBM Position: Q2 2026 in Review

Clune & Associates reduced its IBM (IBM) stake by 1.1% in Q2 2026, selling an estimated $3.53K and leaving 1,299 shares worth $365K. The position accounts for 0.06% of the portfolio, ranked #133.

Clune & Associates first reported a position in IBM in Q4 2024 and has held it in 7 quarters since. The position peaked at $389K in Q4 2025. 891 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Clune & Associates held 1,299 shares of IBM worth $365K as of Q2 2026.
  • Clune & Associates sold 14 IBM shares in Q2 2026, an estimated $3.53K.
  • IBM made up 0.06% of Clune & Associates's portfolio in Q2 2026, its #133 holding.
  • Clune & Associates first reported a position in IBM in Q4 2024 and has held it in 7 quarters since.
  • Clune & Associates's IBM position peaked at $389K in Q4 2025.
  • 891 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Clune & Associates's 13F filing for Q2 2026, filed 8 Jul 2026.