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Comprehensive Financial Consultants Institutional’s IBM IBM Stock Holding History

Comprehensive Financial Consultants Institutional’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 		$325K Buy
1,155
+11
+1% +$2.77K 0.09% 164
2026
Q1 		$277K Hold
1,144
– – 0.08% 168
2025
Q4 		$339K Sell
1,144
-11
-1% -$3.29K 0.1% 146
2025
Q3 		$326K Hold
1,155
– – 0.1% 147
2025
Q2 		$340K Sell
1,155
-1
-0.1% -$258 0.11% 145
2025
Q1 		$287K Sell
1,156
-3
-0.3% -$734 0.1% 146
2024
Q4 		$255K Buy
1,159
+1
+0.1% +$223 0.09% 152
2024
Q3 		$256K Sell
1,158
-3
-0.3% -$588 0.09% 149
2024
Q2 		$201K Hold
1,161
– – 0.08% 157
2024
Q1 		$222K Buy
+1,161
New +$212K 0.09% 150
2023
Q1 		– Sell
-1,411
Closed -$205K – 170
2022
Q4 		$205K Buy
+1,411
New +$195K 0.12% 157
2022
Q2 		– Sell
-1,459
Closed -$201K – 158
2022
Q1 		$201K Hold
1,459
– – 0.14% 153
2021
Q4 		$181K Buy
+1,459
New +$183K 0.12% 165

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
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 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
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM

Comprehensive Financial Consultants Institutional's IBM Position: Q2 2026 in Review

Comprehensive Financial Consultants Institutional increased its IBM (IBM) stake by 0.96% in Q2 2026, buying an estimated $2.77K and bringing the position to 1,155 shares worth $325K. The position accounts for 0.09% of the portfolio, ranked #164.

Comprehensive Financial Consultants Institutional first reported a position in IBM in Q4 2021 and has held it in 13 quarters since. The position peaked at $340K in Q2 2025. 682 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Comprehensive Financial Consultants Institutional held 1,155 shares of IBM worth $325K as of Q2 2026.
  • Comprehensive Financial Consultants Institutional bought 11 IBM shares in Q2 2026, an estimated $2.77K.
  • IBM made up 0.09% of Comprehensive Financial Consultants Institutional's portfolio in Q2 2026, its #164 holding.
  • Comprehensive Financial Consultants Institutional first reported a position in IBM in Q4 2021 and has held it in 13 quarters since.
  • Comprehensive Financial Consultants Institutional's IBM position peaked at $340K in Q2 2025.
  • 682 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Comprehensive Financial Consultants Institutional's 13F filing for Q2 2026, filed 15 Jul 2026.