CWG
IBM icon

Crown Wealth Group’s IBM IBM Stock Holding History

Crown Wealth Group’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 		$245K Buy
873
+23
+3% +$5.79K 0.06% 129
2026
Q1 		$206K Buy
850
+65
+8% +$17.6K 0.06% 141
2025
Q4 		$233K Buy
+785
New +$235K 0.07% 125

Other funds holding IBM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Crown Wealth Group's IBM Position: Q2 2026 in Review

Crown Wealth Group increased its IBM (IBM) stake by 2.7% in Q2 2026, buying an estimated $5.79K and bringing the position to 873 shares worth $245K. The position accounts for 0.06% of the portfolio, ranked #129.

Crown Wealth Group first reported a position in IBM in Q4 2025 and has held it in 3 quarters since. 1,700 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Crown Wealth Group held 873 shares of IBM worth $245K as of Q2 2026.
  • Crown Wealth Group bought 23 IBM shares in Q2 2026, an estimated $5.79K.
  • IBM made up 0.06% of Crown Wealth Group's portfolio in Q2 2026, its #129 holding.
  • Crown Wealth Group first reported a position in IBM in Q4 2025 and has held it in 3 quarters since.
  • 1,700 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Crown Wealth Group's 13F filing for Q2 2026, filed 21 Jul 2026.