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SUCCESSION FINANCIAL, INC.’s IBM IBM Stock Holding History

SUCCESSION FINANCIAL, INC.’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 		$360K Buy
+1,280
New +$322K 0.34% 31

Other funds holding IBM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

SUCCESSION FINANCIAL, INC.'s IBM Position: Q2 2026 in Review

SUCCESSION FINANCIAL, INC. opened a new position in IBM (IBM) in Q2 2026: 1,280 shares worth $360K. The stake represents 0.34% of the portfolio and ranks #31 among its holdings.

2,444 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • SUCCESSION FINANCIAL, INC. held 1,280 shares of IBM worth $360K as of Q2 2026.
  • IBM was a new SUCCESSION FINANCIAL, INC. position in Q2 2026.
  • IBM made up 0.34% of SUCCESSION FINANCIAL, INC.'s portfolio in Q2 2026, its #31 holding.
  • 2,444 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on SUCCESSION FINANCIAL, INC.'s 13F filing for Q2 2026, filed 7 Aug 2026.