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Dogwood Wealth Management’s IBM IBM Stock Holding History

Dogwood Wealth Management’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 		$56.8K Buy
202
+94
+87% +$23.7K 0.02% 148
2026
Q1 		$26.2K Buy
108
+47
+77% +$12.7K 0.01% 212
2025
Q4 		$18.1K Buy
61
+43
+239% +$12.9K 0.01% 211
2025
Q3 		$5.08K Sell
18
-44
-71% -$11.5K ﹤0.01% 394
2025
Q2 		$18K Buy
62
+23
+59% +$5.93K 0.01% 190
2025
Q1 		$9.7K Buy
+39
New +$9.54K 0.01% 195
2024
Q3 		– Hold
0
– – – 200
2024
Q2 		– Sell
-25
Closed -$4.34K – 255
2024
Q1 		$4.79K Buy
+25
New +$4.56K ﹤0.01% 202
2023
Q4 		– Hold
0
– – – 229

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
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

Dogwood Wealth Management's IBM Position: Q2 2026 in Review

Dogwood Wealth Management increased its IBM (IBM) stake by 87% in Q2 2026, buying an estimated $23.7K and bringing the position to 202 shares worth $56.8K. The position accounts for 0.02% of the portfolio, ranked #148.

Dogwood Wealth Management first reported a position in IBM in Q1 2024 and has held it in 7 quarters since. 2,149 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Dogwood Wealth Management held 202 shares of IBM worth $56.8K as of Q2 2026.
  • Dogwood Wealth Management bought 94 IBM shares in Q2 2026, an estimated $23.7K.
  • IBM made up 0.02% of Dogwood Wealth Management's portfolio in Q2 2026, its #148 holding.
  • Dogwood Wealth Management first reported a position in IBM in Q1 2024 and has held it in 7 quarters since.
  • 2,149 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Dogwood Wealth Management's 13F filing for Q2 2026, filed 6 Jul 2026.