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Fermata Advisors’s IBM IBM Stock Holding History

Fermata 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 		$373K Buy
1,327
+227
+21% +$57.2K 0.08% 178
2026
Q1 		$267K Buy
1,100
+209
+23% +$56.6K 0.06% 197
2025
Q4 		$264K Sell
891
-1
-0.1% -$299 0.06% 182
2025
Q3 		$252K Hold
892
– – 0.06% 181
2025
Q2 		$263K Buy
892
+72
+9% +$18.6K 0.07% 186
2025
Q1 		$204K Buy
+820
New +$201K 0.04% 269

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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 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

Fermata Advisors's IBM Position: Q2 2026 in Review

Fermata Advisors increased its IBM (IBM) stake by 21% in Q2 2026, buying an estimated $57.2K and bringing the position to 1,327 shares worth $373K. The position accounts for 0.08% of the portfolio, ranked #178.

Fermata Advisors first reported a position in IBM in Q1 2025 and has held it in 6 quarters since. 2,022 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Fermata Advisors held 1,327 shares of IBM worth $373K as of Q2 2026.
  • Fermata Advisors bought 227 IBM shares in Q2 2026, an estimated $57.2K.
  • IBM made up 0.08% of Fermata Advisors's portfolio in Q2 2026, its #178 holding.
  • Fermata Advisors first reported a position in IBM in Q1 2025 and has held it in 6 quarters since.
  • 2,022 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Fermata Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.