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Discipline Wealth Solutions’s IBM IBM Stock Holding History

Discipline Wealth Solutions’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 		$273K Sell
971
-160
-14% -$40.3K 0.02% 173
2026
Q1 		$274K Buy
1,131
+273
+32% +$73.9K 0.03% 161
2025
Q4 		$254K Buy
858
+141
+20% +$42.2K 0.05% 148
2025
Q3 		$202K Buy
+717
New +$188K 0.05% 152

Other funds holding IBM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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
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

Discipline Wealth Solutions's IBM Position: Q2 2026 in Review

Discipline Wealth Solutions reduced its IBM (IBM) stake by 14% in Q2 2026, selling an estimated $40.3K and leaving 971 shares worth $273K. The position accounts for 0.02% of the portfolio, ranked #173.

Discipline Wealth Solutions first reported a position in IBM in Q3 2025 and has held it in 4 quarters since. The position peaked at $274K in Q1 2026. 1,810 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Discipline Wealth Solutions held 971 shares of IBM worth $273K as of Q2 2026.
  • Discipline Wealth Solutions sold 160 IBM shares in Q2 2026, an estimated $40.3K.
  • IBM made up 0.02% of Discipline Wealth Solutions's portfolio in Q2 2026, its #173 holding.
  • Discipline Wealth Solutions first reported a position in IBM in Q3 2025 and has held it in 4 quarters since.
  • Discipline Wealth Solutions's IBM position peaked at $274K in Q1 2026.
  • 1,810 funds tracked by Wall St. Rank held IBM as of Q2 2026.

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