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Confluence Wealth Services’s IBM IBM Stock Holding History

Confluence Wealth Services’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 		$5.56M Buy
19,768
+3,509
+22% +$884K 0.16% 74
2026
Q1 		$3.94M Buy
16,259
+769
+5% +$208K 0.15% 74
2025
Q4 		$4.59M Sell
15,490
-1,513
-9% -$453K 0.19% 63
2025
Q3 		$4.8M Buy
17,003
+2,358
+16% +$617K 0.24% 57
2025
Q2 		$4.32M Sell
14,645
-58
-0.4% -$14.9K 0.24% 55
2025
Q1 		$3.61M Sell
14,703
-41
-0.3% -$10K 0.23% 58
2024
Q4 		$3.33M Sell
14,744
-251
-2% -$55.9K 0.22% 58
2024
Q3 		$3.32M Sell
14,995
-684
-4% -$134K 0.24% 53
2024
Q2 		$2.71M Buy
15,679
+2,451
+19% +$426K 0.22% 55
2024
Q1 		$2.53M Sell
13,228
-551
-4% -$101K 0.22% 57
2023
Q4 		$2.25M Sell
13,779
-42
-0.3% -$6.35K 0.25% 60
2023
Q3 		$1.94M Buy
13,821
+429
+3% +$61K 0.38% 51
2023
Q2 		$1.79M Sell
13,392
-214
-2% -$27.6K 0.38% 54
2023
Q1 		$1.78M Buy
13,606
+203
+2% +$27.2K 0.42% 51
2022
Q4 		$1.89M Buy
13,403
+2,354
+21% +$325K 0.49% 43
2022
Q3 		$1.31M Sell
11,049
-2,531
-19% -$332K 0.56% 48
2022
Q2 		$1.8M Buy
13,580
+1,584
+13% +$214K 0.79% 29
2022
Q1 		$1.56M Sell
11,996
-37
-0.3% -$4.83K 0.56% 44
2021
Q4 		$1.61M Buy
+12,033
New +$1.51M 0.52% 43

Other funds holding IBM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 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
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Confluence Wealth Services's IBM Position: Q2 2026 in Review

Confluence Wealth Services increased its IBM (IBM) stake by 22% in Q2 2026, buying an estimated $884K and bringing the position to 19,768 shares worth $5.56M. The position accounts for 0.16% of the portfolio, ranked #74.

Confluence Wealth Services first reported a position in IBM in Q4 2021 and has held it in 19 quarters since. 1,924 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Confluence Wealth Services held 19,768 shares of IBM worth $5.56M as of Q2 2026.
  • Confluence Wealth Services bought 3,509 IBM shares in Q2 2026, an estimated $884K.
  • IBM made up 0.16% of Confluence Wealth Services's portfolio in Q2 2026, its #74 holding.
  • Confluence Wealth Services first reported a position in IBM in Q4 2021 and has held it in 19 quarters since.
  • 1,924 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Confluence Wealth Services's 13F filing for Q2 2026, filed 22 Jul 2026.