Define Financial’s IBM IBM Stock Holding History

Define Financial’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	$281K	Buy	+999	New	+$252K	0.13%	42

Other funds holding IBM

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

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

Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return

Define Financial's IBM Position: Q2 2026 in Review

Define Financial opened a new position in IBM (IBM) in Q2 2026: 999 shares worth $281K. The stake represents 0.13% of the portfolio and ranks #42 among its holdings.

1,245 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

Define Financial held 999 shares of IBM worth $281K as of Q2 2026.
IBM was a new Define Financial position in Q2 2026.
IBM made up 0.13% of Define Financial's portfolio in Q2 2026, its #42 holding.
1,245 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Define Financial's 13F filing for Q2 2026, filed 14 Jul 2026.