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Facet Wealth Inc’s IBM IBM Stock Holding History

Facet Wealth Inc’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 		$2.04M Sell
7,237
-88
-1% -$22.2K 0.03% 86
2026
Q1 		$1.78M Buy
7,325
+1,619
+28% +$438K 0.03% 78
2025
Q4 		$1.68M Sell
5,706
-428
-7% -$128K 0.03% 77
2025
Q3 		$1.73M Buy
6,134
+288
+5% +$75.4K 0.04% 67
2025
Q2 		$1.48M Buy
5,846
+2,909
+99% +$749K 0.03% 67
2025
Q1 		$732K Buy
2,937
+64
+2% +$15.7K 0.02% 76
2024
Q4 		$725K Sell
2,873
-28
-1% -$6.24K 0.02% 76
2024
Q3 		$604K Buy
2,901
+325
+13% +$63.7K 0.02% 81
2024
Q2 		$492K Buy
2,576
+413
+19% +$71.8K 0.02% 85
2024
Q1 		$365K Buy
2,163
+9
+0.4% +$1.64K 0.01% 85
2023
Q4 		$395K Sell
2,154
-24
-1% -$3.63K 0.02% 75
2023
Q3 		$315K Buy
+2,178
New +$310K 0.02% 73

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
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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

Facet Wealth Inc's IBM Position: Q2 2026 in Review

Facet Wealth Inc reduced its IBM (IBM) stake by 1.2% in Q2 2026, selling an estimated $22.2K and leaving 7,237 shares worth $2.04M. The position accounts for 0.03% of the portfolio, ranked #86.

Facet Wealth Inc first reported a position in IBM in Q3 2023 and has held it in 12 quarters since. 1,915 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Facet Wealth Inc held 7,237 shares of IBM worth $2.04M as of Q2 2026.
  • Facet Wealth Inc sold 88 IBM shares in Q2 2026, an estimated $22.2K.
  • IBM made up 0.03% of Facet Wealth Inc's portfolio in Q2 2026, its #86 holding.
  • Facet Wealth Inc first reported a position in IBM in Q3 2023 and has held it in 12 quarters since.
  • 1,915 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Facet Wealth Inc's 13F filing for Q2 2026, filed 27 Jul 2026.