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Core Wealth Partners’s IBM IBM Stock Holding History

Core Wealth Partners’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 		$1.43M Sell
5,074
-91
-2% -$22.9K 0.61% 44
2026
Q1 		$1.25M Sell
5,165
-978
-16% -$265K 0.58% 44
2025
Q4 		$1.82M Buy
6,143
+53
+0.9% +$15.9K 0.82% 36
2025
Q3 		$1.72M Sell
6,090
-1,652
-21% -$432K 0.79% 42
2025
Q2 		$2.28M Buy
7,742
+355
+5% +$91.5K 1.16% 22
2025
Q1 		$1.84M Buy
7,387
+224
+3% +$54.8K 1.07% 25
2024
Q4 		$1.57M Sell
7,163
-658
-8% -$147K 0.9% 27
2024
Q3 		$1.73M Buy
7,821
+365
+5% +$71.6K 1.05% 22
2024
Q2 		$1.29M Buy
7,456
+1,028
+16% +$179K 0.88% 26
2024
Q1 		$1.23M Sell
6,428
-383
-6% -$69.9K 0.93% 21
2023
Q4 		$1.11M Buy
6,811
+33
+0.5% +$4.99K 0.91% 20
2023
Q3 		$951K Buy
6,778
+1,107
+20% +$158K 0.86% 25
2023
Q2 		$759K Buy
5,671
+329
+6% +$42.5K 0.7% 35
2023
Q1 		$700K Buy
5,342
+39
+0.7% +$5.22K 0.7% 38
2022
Q4 		$511K Buy
+5,303
New +$731K 0.57% 47

Other funds holding IBM

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 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
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
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
WG
Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return

Core Wealth Partners's IBM Position: Q2 2026 in Review

Core Wealth Partners reduced its IBM (IBM) stake by 1.8% in Q2 2026, selling an estimated $22.9K and leaving 5,074 shares worth $1.43M. The position accounts for 0.61% of the portfolio, ranked #44.

Core Wealth Partners first reported a position in IBM in Q4 2022 and has held it in 15 quarters since. The position peaked at $2.28M in Q2 2025. 1,245 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Core Wealth Partners held 5,074 shares of IBM worth $1.43M as of Q2 2026.
  • Core Wealth Partners sold 91 IBM shares in Q2 2026, an estimated $22.9K.
  • IBM made up 0.61% of Core Wealth Partners's portfolio in Q2 2026, its #44 holding.
  • Core Wealth Partners first reported a position in IBM in Q4 2022 and has held it in 15 quarters since.
  • Core Wealth Partners's IBM position peaked at $2.28M in Q2 2025.
  • 1,245 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Core Wealth Partners's 13F filing for Q2 2026, filed 17 Jul 2026.