Emergent Wealth Advisors’s IBM IBM Stock Holding History

Emergent Wealth Advisors’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	$810K	Sell	3,471 -349	-9%	-$87.9K	0.42%	44
2026 Q1	$926K	Buy	3,820 +1,134	+42%	+$307K	0.55%	31
2025 Q4	$796K	Buy	2,686 +39	+1%	+$11.7K	0.45%	47
2025 Q3	$747K	Buy	2,647 +203	+8%	+$53.1K	0.43%	44
2025 Q2	$720K	Buy	2,444 +138	+6%	+$35.6K	0.46%	45
2025 Q1	$574K	Sell	2,306 -669	-22%	-$164K	0.42%	48
2024 Q4	$654K	Buy	2,975 +79	+3%	+$17.6K	0.47%	42
2024 Q3	$640K	Sell	2,896 -306	-10%	-$60K	0.47%	41
2024 Q2	$550K	Sell	3,202 -584	-15%	-$101K	0.44%	46
2024 Q1	$723K	Buy	+3,786	New	+$691K	0.62%	29

Other funds holding IBM

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

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

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

Emergent Wealth Advisors's IBM Position: Q2 2026 in Review

Emergent Wealth Advisors reduced its IBM (IBM) stake by 9.1% in Q2 2026, selling an estimated $87.9K and leaving 3,471 shares worth $810K. The position accounts for 0.42% of the portfolio, ranked #44.

Emergent Wealth Advisors first reported a position in IBM in Q1 2024 and has held it in 10 quarters since. The position peaked at $926K in Q1 2026. 1,810 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

Emergent Wealth Advisors held 3,471 shares of IBM worth $810K as of Q2 2026.
Emergent Wealth Advisors sold 349 IBM shares in Q2 2026, an estimated $87.9K.
IBM made up 0.42% of Emergent Wealth Advisors's portfolio in Q2 2026, its #44 holding.
Emergent Wealth Advisors first reported a position in IBM in Q1 2024 and has held it in 10 quarters since.
Emergent Wealth Advisors's IBM position peaked at $926K in Q1 2026.
1,810 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Emergent Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.