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ERn Financial LLC’s IBM IBM Stock Holding History

ERn Financial LLC’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 		$679K Buy
2,414
+1,206
+100% +$304K 0.11% 101
2026
Q1 		$293K Buy
1,208
+5
+0.4% +$1.35K 0.06% 125
2025
Q4 		$356K Sell
1,203
-7
-0.6% -$2.1K 0.07% 114
2025
Q3 		$341K Sell
1,210
-17
-1% -$4.45K 0.07% 113
2025
Q2 		$362K Sell
1,227
-138
-10% -$35.6K 0.08% 111
2025
Q1 		$339K Sell
1,365
-84
-6% -$20.5K 0.05% 155
2024
Q4 		$318K Sell
1,449
-162
-10% -$36.1K 0.05% 164
2024
Q3 		$356K Buy
1,611
+6
+0.4% +$1.18K 0.05% 159
2024
Q2 		$278K Buy
1,605
+21
+1% +$3.65K 0.05% 163
2024
Q1 		$302K Buy
1,584
+6
+0.4% +$1.09K 0.05% 157
2023
Q4 		$263K Sell
1,578
-246
-13% -$37.2K 0.05% 160
2023
Q3 		$256K Sell
1,824
-2
-0.1% -$285 0.06% 153
2023
Q2 		$244K Buy
1,826
+8
+0.4% +$1.03K 0.05% 161
2023
Q1 		$238K Sell
1,818
-68
-4% -$9.1K 0.05% 160
2022
Q4 		$266K Buy
1,886
+76
+4% +$10.5K 0.06% 155
2022
Q3 		$215K Buy
1,810
+71
+4% +$9.32K 0.06% 155
2022
Q2 		$246K Buy
1,739
+165
+10% +$22.3K 0.06% 146
2022
Q1 		$205K Sell
1,574
-17
-1% -$2.22K 0.05% 167
2021
Q4 		$213K Buy
+1,591
New +$200K 0.05% 150
2020
Q1 		– Sell
-2,697
Closed -$346K – 73
2019
Q4 		$346K Buy
+2,697
New +$351K 0.2% 49

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

ERn Financial LLC's IBM Position: Q2 2026 in Review

ERn Financial LLC increased its IBM (IBM) stake by 100% in Q2 2026, buying an estimated $304K and bringing the position to 2,414 shares worth $679K. The position accounts for 0.11% of the portfolio, ranked #101.

ERn Financial LLC first reported a position in IBM in Q4 2019 and has held it in 20 quarters since. 1,810 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • ERn Financial LLC held 2,414 shares of IBM worth $679K as of Q2 2026.
  • ERn Financial LLC bought 1,206 IBM shares in Q2 2026, an estimated $304K.
  • IBM made up 0.11% of ERn Financial LLC's portfolio in Q2 2026, its #101 holding.
  • ERn Financial LLC first reported a position in IBM in Q4 2019 and has held it in 20 quarters since.
  • 1,810 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on ERn Financial LLC's 13F filing for Q2 2026, filed 23 Jul 2026.