DiNuzzo Private Wealth’s IBM IBM Stock Holding History

DiNuzzo Private Wealth’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	$1.66M	Sell	5,907 -1	-0%	-$252	0.16%	31
2026 Q1	$1.43M	Hold	5,908	–	–	0.15%	34
2025 Q4	$1.75M	Hold	5,908	–	–	0.19%	32
2025 Q3	$1.44M	Sell	5,908 -2	-0%	-$524	0.16%	33
2025 Q2	$1.74M	Buy	5,910 +2	+0%	+$515	0.21%	31
2025 Q1	$1.47M	Sell	5,908 -1	-0%	-$245	0.18%	32
2024 Q4	$1.3M	Hold	5,909	–	–	0.16%	32
2024 Q3	$1.31M	Buy	5,909 +5,783	+4,590%	+$1.13M	0.16%	34
2024 Q2	$21.8K	Buy	126 +3	+2%	+$521	﹤0.01%	137
2024 Q1	$23.5K	Buy	123 +1	+0.8%	+$182	﹤0.01%	125
2023 Q4	$20K	Buy	+122	New	+$18.4K	﹤0.01%	131

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

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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

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

DiNuzzo Private Wealth's IBM Position: Q2 2026 in Review

DiNuzzo Private Wealth reduced its IBM (IBM) stake by 0.02% in Q2 2026, selling an estimated $252 and leaving 5,907 shares worth $1.66M. The position accounts for 0.16% of the portfolio, ranked #31.

DiNuzzo Private Wealth first reported a position in IBM in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.75M in Q4 2025. 1,487 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

DiNuzzo Private Wealth held 5,907 shares of IBM worth $1.66M as of Q2 2026.
DiNuzzo Private Wealth sold 1 IBM share in Q2 2026, an estimated $252.
IBM made up 0.16% of DiNuzzo Private Wealth's portfolio in Q2 2026, its #31 holding.
DiNuzzo Private Wealth first reported a position in IBM in Q4 2023 and has held it in 11 quarters since.
DiNuzzo Private Wealth's IBM position peaked at $1.75M in Q4 2025.
1,487 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on DiNuzzo Private Wealth's 13F filing for Q2 2026, filed 10 Jul 2026.