Elmwood Wealth Management’s IBM IBM Stock Holding History

Elmwood 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	$384K	Buy	1,365 +229	+20%	+$57.7K	0.1%	146
2026 Q1	$275K	Buy	1,136 +44	+4%	+$11.9K	0.08%	160
2025 Q4	$323K	Sell	1,092 -38	-3%	-$11.4K	0.1%	139
2025 Q3	$319K	Buy	1,130 +400	+55%	+$105K	0.11%	121
2025 Q2	$215K	Buy	+730	New	+$188K	0.09%	124
2022 Q1	–	Sell	-1,243	Closed	-$166K	–	198
2021 Q4	$166K	Buy	+1,243	New	+$156K	0.08%	120
2021 Q2	$160K	Buy	1,139 +100	+10%	+$13.7K	0.08%	119
2021 Q1	$132K	Buy	+1,039	New	+$124K	0.08%	122
2020 Q3	$100K	Hold	866	–	–	0.08%	109
2020 Q2	$100K	Sell	866 -217	-20%	-$25.2K	0.08%	109
2020 Q1	$159K	Buy	+1,083	New	+$137K	0.15%	96
2019 Q4	–	Sell	-1,004	Closed	-$140K	–	158
2019 Q3	$140K	Hold	1,004	–	–	0.14%	84
2019 Q2	$132K	Buy	1,004 +142	+16%	+$18.7K	0.12%	95
2019 Q1	$116K	Sell	862 -10	-1%	-$1.27K	0.11%	97
2018 Q4	$95K	Sell	872 -127	-13%	-$15.2K	0.09%	106
2018 Q3	$144K	Sell	999 -84	-8%	-$11.7K	0.12%	105
2018 Q2	$145K	Hold	1,083	–	–	0.13%	102
2018 Q1	$159K	Buy	+1,083	New	+$164K	0.15%	96

Other funds holding IBM

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

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

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 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

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

Elmwood Wealth Management increased its IBM (IBM) stake by 20% in Q2 2026, buying an estimated $57.7K and bringing the position to 1,365 shares worth $384K. The position accounts for 0.1% of the portfolio, ranked #146.

Elmwood Wealth Management first reported a position in IBM in Q1 2018 and has held it in 18 quarters since. 1,915 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

Elmwood Wealth Management held 1,365 shares of IBM worth $384K as of Q2 2026.
Elmwood Wealth Management bought 229 IBM shares in Q2 2026, an estimated $57.7K.
IBM made up 0.1% of Elmwood Wealth Management's portfolio in Q2 2026, its #146 holding.
Elmwood Wealth Management first reported a position in IBM in Q1 2018 and has held it in 18 quarters since.
1,915 funds tracked by Wall St. Rank held IBM as of Q2 2026.

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