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Curated Wealth Partners’s IBM IBM Stock Holding History

Curated 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 		$535K Buy
117,316
+116,244
+10,844% +$29.3M 0.07% 253
2026
Q1 		$260K Buy
+1,072
New +$290K 0.03% 177

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
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 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

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

Curated Wealth Partners increased its IBM (IBM) stake by 10,844% in Q2 2026, buying an estimated $29.3M and bringing the position to 117,316 shares worth $535K. The position accounts for 0.07% of the portfolio, ranked #253.

Curated Wealth Partners first reported a position in IBM in Q1 2026 and has held it in 2 quarters since. 1,385 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Curated Wealth Partners held 117,316 shares of IBM worth $535K as of Q2 2026.
  • Curated Wealth Partners bought 116,244 IBM shares in Q2 2026, an estimated $29.3M.
  • IBM made up 0.07% of Curated Wealth Partners's portfolio in Q2 2026, its #253 holding.
  • Curated Wealth Partners first reported a position in IBM in Q1 2026 and has held it in 2 quarters since.
  • 1,385 funds tracked by Wall St. Rank held IBM as of Q2 2026.

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