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Elevation Wealth Partners’s IBM IBM Stock Holding History

Elevation 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 		$364K Buy
1,294
+764
+144% +$192K 0.11% 97
2026
Q1 		$129K Sell
530
-25
-5% -$6.76K 0.05% 153
2025
Q4 		$164K Buy
555
+61
+12% +$18.3K 0.06% 129
2025
Q3 		$139K Buy
494
+1
+0.2% +$262 0.05% 143
2025
Q2 		$145K Buy
493
+1
+0.2% +$258 0.06% 138
2025
Q1 		$117K Buy
492
+1
+0.2% +$245 0.05% 151
2024
Q4 		$108K Buy
491
+116
+31% +$25.8K 0.05% 161
2024
Q3 		$82.9K Buy
375
+1
+0.3% +$196 0.04% 182
2024
Q2 		$64.6K Buy
374
+39
+12% +$6.78K 0.03% 193
2024
Q1 		$58.9K Buy
335
+1
+0.3% +$182 0.03% 202
2023
Q4 		$51.2K Hold
334
– – 0.03% 206
2023
Q3 		$46.8K Buy
334
+2
+0.6% +$285 0.04% 155
2023
Q2 		$44.5K Buy
332
+1
+0.3% +$129 0.04% 165
2023
Q1 		$43.4K Buy
+331
New +$44.3K 0.04% 174

Other funds holding IBM

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
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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

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

Elevation Wealth Partners increased its IBM (IBM) stake by 144% in Q2 2026, buying an estimated $192K and bringing the position to 1,294 shares worth $364K. The position accounts for 0.11% of the portfolio, ranked #97.

Elevation Wealth Partners first reported a position in IBM in Q1 2023 and has held it in 14 quarters since. 1,584 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Elevation Wealth Partners held 1,294 shares of IBM worth $364K as of Q2 2026.
  • Elevation Wealth Partners bought 764 IBM shares in Q2 2026, an estimated $192K.
  • IBM made up 0.11% of Elevation Wealth Partners's portfolio in Q2 2026, its #97 holding.
  • Elevation Wealth Partners first reported a position in IBM in Q1 2023 and has held it in 14 quarters since.
  • 1,584 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.