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FAS Wealth Partners’s IBM IBM Stock Holding History

FAS 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 		$2.23M Buy
7,945
+347
+5% +$87.4K 0.12% 139
2026
Q1 		$1.84M Buy
7,598
+86
+1% +$23.3K 0.11% 137
2025
Q4 		$2.23M Buy
7,512
+28
+0.4% +$8.39K 0.14% 123
2025
Q3 		$2.11M Sell
7,484
-226
-3% -$59.2K 0.14% 120
2025
Q2 		$2.27M Sell
7,710
-65
-0.8% -$16.7K 0.17% 112
2025
Q1 		$1.93M Sell
7,775
-220
-3% -$53.8K 0.16% 116
2024
Q4 		$1.76M Sell
7,995
-13
-0.2% -$2.9K 0.15% 121
2024
Q3 		$1.77M Sell
8,008
-33
-0.4% -$6.47K 0.14% 124
2024
Q2 		$1.39M Buy
8,041
+65
+0.8% +$11.3K 0.12% 127
2024
Q1 		$1.52M Buy
7,976
+394
+5% +$71.9K 0.14% 125
2023
Q4 		$1.24M Buy
7,582
+457
+6% +$69.1K 0.12% 132
2023
Q3 		$1,000K Sell
7,125
-1,509
-17% -$215K 0.11% 137
2023
Q2 		$1.16M Sell
8,634
-226
-3% -$29.2K 0.15% 119
2023
Q1 		$1.16M Buy
8,860
+208
+2% +$27.8K 0.13% 134
2022
Q4 		$1.22M Sell
8,652
-370
-4% -$51K 0.14% 129
2022
Q3 		$1.07M Buy
9,022
+697
+8% +$91.5K 0.12% 119
2022
Q2 		$1.18M Buy
8,325
+896
+12% +$121K 0.12% 111
2022
Q1 		$966K Sell
7,429
-61
-0.8% -$7.96K 0.09% 137
2021
Q4 		$1M Sell
7,490
-675
-8% -$84.7K 0.09% 131
2021
Q3 		$1.08M Buy
8,165
+357
+5% +$47.7K 0.1% 124
2021
Q2 		$1.09M Sell
7,808
-29
-0.4% -$3.97K 0.1% 123
2021
Q1 		$998K Buy
7,837
+396
+5% +$47.4K 0.1% 124
2020
Q4 		$896K Sell
7,441
-320
-4% -$37K 0.1% 123
2020
Q3 		$903K Sell
7,761
-1,318
-15% -$155K 0.12% 119
2020
Q2 		$1.05M Buy
9,079
+794
+10% +$92.2K 0.15% 103
2020
Q1 		$879K Buy
8,285
+5,237
+172% +$662K 0.15% 102
2019
Q4 		$391K Buy
3,048
+16
+0.5% +$2.08K 0.07% 151
2019
Q3 		$422K Buy
3,032
+152
+5% +$20.5K 0.08% 141
2019
Q2 		$380K Buy
2,880
+127
+5% +$16.7K 0.07% 149
2019
Q1 		$371K Sell
2,753
-93
-3% -$11.9K 0.07% 152
2018
Q4 		$309K Buy
2,846
+19
+0.7% +$2.28K 0.07% 156
2018
Q3 		$409K Buy
2,827
+215
+8% +$30K 0.09% 132
2018
Q2 		$349K Sell
2,612
-1,066
-29% -$149K 0.09% 137
2018
Q1 		$539K Sell
3,678
-499
-12% -$75.5K 0.16% 100
2017
Q4 		$613K Sell
4,177
-44
-1% -$6.4K 0.16% 92
2017
Q3 		$585K Buy
4,221
+509
+14% +$70.9K 0.16% 89
2017
Q2 		$546K Buy
3,712
+981
+36% +$148K 0.16% 87
2017
Q1 		$455K Sell
2,731
-53
-2% -$8.89K 0.14% 102
2016
Q4 		$442K Buy
2,784
+119
+4% +$18.1K 0.13% 97
2016
Q3 		$405K Buy
2,665
+6
+0.2% +$911 0.13% 92
2016
Q2 		$386K Buy
2,659
+74
+3% +$10.6K 0.14% 91
2016
Q1 		$374K Buy
2,585
+153
+6% +$19.5K 0.19% 68
2015
Q4 		$320K Buy
2,432
+4
+0.2% +$537 0.16% 87
2015
Q3 		$336K Buy
2,428
+1,142
+89% +$169K 0.19% 69
2015
Q2 		$200K Sell
1,286
-321
-20% -$51.6K 0.1% 109
2015
Q1 		$247K Sell
1,607
-202
-11% -$30.6K 0.13% 84
2014
Q4 		$277K Buy
1,809
+6
+0.3% +$955 0.15% 72
2014
Q3 		$327K Sell
1,803
-57
-3% -$10.4K 0.19% 58
2014
Q2 		$322K Buy
1,860
+2
+0.1% +$360 0.19% 60
2014
Q1 		$342K Buy
1,858
+165
+10% +$29K 0.23% 52
2013
Q4 		$304K Buy
+1,693
New +$292K 0.18% 65

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

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

FAS Wealth Partners increased its IBM (IBM) stake by 4.6% in Q2 2026, buying an estimated $87.4K and bringing the position to 7,945 shares worth $2.23M. The position accounts for 0.12% of the portfolio, ranked #139.

FAS Wealth Partners first reported a position in IBM in Q4 2013 and has held it in 51 quarters since. The position peaked at $2.27M in Q2 2025. 1,915 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • FAS Wealth Partners held 7,945 shares of IBM worth $2.23M as of Q2 2026.
  • FAS Wealth Partners bought 347 IBM shares in Q2 2026, an estimated $87.4K.
  • IBM made up 0.12% of FAS Wealth Partners's portfolio in Q2 2026, its #139 holding.
  • FAS Wealth Partners first reported a position in IBM in Q4 2013 and has held it in 51 quarters since.
  • FAS Wealth Partners's IBM position peaked at $2.27M in Q2 2025.
  • 1,915 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on FAS Wealth Partners's 13F filing for Q2 2026, filed 29 Jul 2026.