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Crusonia Wealth Advisors’s IBM IBM Stock Holding History

Crusonia Wealth Advisors’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 		$748K Buy
2,659
+89
+3% +$22.4K 0.12% 120
2026
Q1 		$623K Buy
2,570
+154
+6% +$41.7K 0.13% 105
2025
Q4 		$716K Buy
+2,416
New +$724K 0.16% 89

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

Crusonia Wealth Advisors's IBM Position: Q2 2026 in Review

Crusonia Wealth Advisors increased its IBM (IBM) stake by 3.5% in Q2 2026, buying an estimated $22.4K and bringing the position to 2,659 shares worth $748K. The position accounts for 0.12% of the portfolio, ranked #120.

Crusonia Wealth Advisors first reported a position in IBM in Q4 2025 and has held it in 3 quarters since. 1,902 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Crusonia Wealth Advisors held 2,659 shares of IBM worth $748K as of Q2 2026.
  • Crusonia Wealth Advisors bought 89 IBM shares in Q2 2026, an estimated $22.4K.
  • IBM made up 0.12% of Crusonia Wealth Advisors's portfolio in Q2 2026, its #120 holding.
  • Crusonia Wealth Advisors first reported a position in IBM in Q4 2025 and has held it in 3 quarters since.
  • 1,902 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Crusonia Wealth Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.