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Connecticut Wealth Management’s IBM IBM Stock Holding History

Connecticut Wealth Management’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 		$4.02M Sell
14,288
-171
-1% -$43.1K 0.15% 73
2026
Q1 		$3.5M Sell
14,459
-134
-0.9% -$36.3K 0.15% 73
2025
Q4 		$4.32M Buy
14,593
+1,610
+12% +$482K 0.19% 62
2025
Q3 		$3.66M Sell
12,983
-109
-0.8% -$28.5K 0.16% 64
2025
Q2 		$3.86M Buy
13,092
+2
+0% +$515 0.18% 63
2025
Q1 		$3.26M Buy
13,090
+983
+8% +$240K 0.17% 68
2024
Q4 		$2.66M Sell
12,107
-118
-1% -$26.3K 0.13% 62
2024
Q3 		$2.7M Buy
12,225
+1,183
+11% +$232K 0.13% 84
2024
Q2 		$1.91M Buy
11,042
+1,525
+16% +$265K 0.1% 102
2024
Q1 		$1.82M Buy
9,517
+3,083
+48% +$562K 0.1% 99
2023
Q4 		$1.05M Buy
6,434
+1,338
+26% +$202K 0.06% 143
2023
Q3 		$715K Sell
5,096
-72
-1% -$10.2K 0.05% 135
2023
Q2 		$692K Buy
5,168
+33
+0.6% +$4.26K 0.05% 122
2023
Q1 		$673K Buy
5,135
+182
+4% +$24.3K 0.05% 116
2022
Q4 		$698K Sell
4,953
-969
-16% -$134K 0.06% 103
2022
Q3 		$704K Sell
5,922
-113
-2% -$14.8K 0.07% 94
2022
Q2 		$852K Buy
6,035
+1,165
+24% +$157K 0.07% 91
2022
Q1 		$633K Sell
4,870
-126
-3% -$16.4K 0.05% 106
2021
Q4 		$668K Sell
4,996
-334
-6% -$41.9K 0.05% 106
2021
Q3 		$708K Buy
5,330
+311
+6% +$41.6K 0.06% 98
2021
Q2 		$703K Sell
5,019
-1,174
-19% -$161K 0.06% 98
2021
Q1 		$789K Hold
6,193
– – 0.07% 79
2020
Q4 		$745K Sell
6,193
-410
-6% -$47.4K 0.08% 92
2020
Q3 		$768K Buy
6,603
+1,135
+21% +$134K 0.08% 97
2020
Q2 		$631K Sell
5,468
-186
-3% -$21.6K 0.08% 76
2020
Q1 		$600K Sell
5,654
-327
-5% -$41.4K 0.09% 81
2019
Q4 		$766K Sell
5,981
-2,068
-26% -$269K 0.08% 87
2019
Q3 		$1.12M Buy
8,049
+598
+8% +$80.7K 0.14% 77
2019
Q2 		$982K Hold
7,451
– – 0.12% 80
2019
Q1 		$1M Sell
7,451
-78
-1% -$9.94K 0.34% 28
2018
Q4 		$818K Hold
7,529
– – 0.36% 29
2018
Q3 		$1.1M Hold
7,529
– – 0.49% 21
2018
Q2 		$1.01M Sell
7,529
-13
-0.2% -$1.81K 0.48% 21
2018
Q1 		$1.08M Sell
7,542
-1,046
-12% -$158K 0.61% 17
2017
Q4 		$1.34M Sell
8,588
-903
-10% -$131K 0.72% 15
2017
Q3 		$1.34M Sell
9,491
-20
-0.2% -$2.79K 0.79% 14
2017
Q2 		$1.4M Buy
9,511
+20
+0.2% +$3.02K 0.85% 12
2017
Q1 		$1.57M Hold
9,491
– – 0.95% 11
2016
Q4 		$1.52M Sell
9,491
-211
-2% -$32.1K 0.97% 10
2016
Q3 		$1.45M Buy
+9,702
New +$1.47M 1.04% 11

Other funds holding IBM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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
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
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Connecticut Wealth Management's IBM Position: Q2 2026 in Review

Connecticut Wealth Management reduced its IBM (IBM) stake by 1.2% in Q2 2026, selling an estimated $43.1K and leaving 14,288 shares worth $4.02M. The position accounts for 0.15% of the portfolio, ranked #73.

Connecticut Wealth Management first reported a position in IBM in Q3 2016 and has held it in 40 quarters since. The position peaked at $4.32M in Q4 2025. 1,810 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Connecticut Wealth Management held 14,288 shares of IBM worth $4.02M as of Q2 2026.
  • Connecticut Wealth Management sold 171 IBM shares in Q2 2026, an estimated $43.1K.
  • IBM made up 0.15% of Connecticut Wealth Management's portfolio in Q2 2026, its #73 holding.
  • Connecticut Wealth Management first reported a position in IBM in Q3 2016 and has held it in 40 quarters since.
  • Connecticut Wealth Management's IBM position peaked at $4.32M in Q4 2025.
  • 1,810 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Connecticut Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.