Financial Perspectives’s IBM IBM Stock Holding History

Financial Perspectives’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	$66.1K	Hold	235	–	–	0.02%	291
2026 Q1	$57K	Buy	235 +75	+47%	+$20.3K	0.02%	295
2025 Q4	$47.4K	Hold	160	–	–	0.01%	320
2025 Q3	$45.1K	Hold	160	–	–	0.01%	324
2025 Q2	$47.2K	Hold	160	–	–	0.01%	317
2025 Q1	$39.8K	Hold	160	–	–	0.01%	323
2024 Q4	$35.2K	Hold	160	–	–	0.01%	339
2024 Q3	$35.4K	Hold	160	–	–	0.01%	314
2024 Q2	$27.7K	Hold	160	–	–	0.01%	336
2024 Q1	$30.6K	Sell	160 -2	-1%	-$365	0.01%	330
2023 Q4	$26.5K	Buy	162 +2	+1%	+$302	0.01%	348
2023 Q3	$22.4K	Hold	160	–	–	0.01%	345
2023 Q2	$21.4K	Hold	160	–	–	0.01%	360
2023 Q1	$21K	Buy	160 +120	+300%	+$16.1K	0.01%	353
2022 Q4	$5.64K	Hold	40	–	–	﹤0.01%	502
2022 Q3	$4.75K	Hold	40	–	–	﹤0.01%	510
2022 Q2	$5.65K	Hold	40	–	–	﹤0.01%	501
2022 Q1	$5.2K	Hold	40	–	–	﹤0.01%	536
2021 Q4	$5.35K	Sell	40 -2	-5%	-$251	﹤0.01%	505
2021 Q3	$5.56K	Hold	42	–	–	﹤0.01%	504
2021 Q2	$5.86K	Sell	42 -5,533	-99%	-$757K	﹤0.01%	517
2021 Q1	$40K	Buy	5,575 +5,445	+4,188%	+$652K	﹤0.01%	567
2020 Q4	$15.6K	Hold	130	–	–	0.01%	358
2020 Q3	$15.1K	Hold	130	–	–	0.01%	325
2020 Q2	$15K	Buy	130 +17	+15%	+$1.97K	0.01%	310
2020 Q1	$12K	Buy	113 +62	+122%	+$7.84K	0.01%	304
2019 Q4	$6.58K	Buy	+51	New	+$6.63K	﹤0.01%	368

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

Financial Perspectives's IBM Position: Q2 2026 in Review

Financial Perspectives held its IBM (IBM) position steady in Q2 2026 at 235 shares worth $66.1K. The position accounts for 0.02% of the portfolio, ranked #291.

Financial Perspectives first reported a position in IBM in Q4 2019 and has held it in 27 quarters since. 1,747 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

Financial Perspectives held 235 shares of IBM worth $66.1K as of Q2 2026.
Financial Perspectives left its IBM share count unchanged in Q2 2026.
IBM made up 0.02% of Financial Perspectives's portfolio in Q2 2026, its #291 holding.
Financial Perspectives first reported a position in IBM in Q4 2019 and has held it in 27 quarters since.
1,747 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Financial Perspectives's 13F filing for Q2 2026, filed 24 Jul 2026.