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Financial Symmetry’s IBM IBM Stock Holding History

Financial Symmetry’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 		$592K Sell
2,105
-51
-2% -$12.8K 0.2% 35
2026
Q1 		$498K Sell
2,156
-173
-7% -$46.8K 0.18% 37
2025
Q4 		$690K Buy
2,329
+597
+34% +$179K 0.28% 31
2025
Q3 		$489K Sell
1,732
-176
-9% -$46.1K 0.22% 32
2025
Q2 		$562K Buy
1,908
+54
+3% +$13.9K 0.29% 27
2025
Q1 		$461K Buy
1,854
+20
+1% +$4.89K 0.28% 28
2024
Q4 		$403K Buy
1,834
+8
+0.4% +$1.78K 0.27% 28
2024
Q3 		$404K Sell
1,826
-23
-1% -$4.51K 0.28% 28
2024
Q2 		$320K Buy
1,849
+45
+2% +$7.82K 0.25% 31
2024
Q1 		$344K Sell
1,804
-18
-1% -$3.28K 0.3% 26
2023
Q4 		$298K Buy
+1,822
New +$275K 0.29% 26

Other funds holding IBM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Financial Symmetry's IBM Position: Q2 2026 in Review

Financial Symmetry reduced its IBM (IBM) stake by 2.4% in Q2 2026, selling an estimated $12.8K and leaving 2,105 shares worth $592K. The position accounts for 0.2% of the portfolio, ranked #35.

Financial Symmetry first reported a position in IBM in Q4 2023 and has held it in 11 quarters since. The position peaked at $690K in Q4 2025. 1,700 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Financial Symmetry held 2,105 shares of IBM worth $592K as of Q2 2026.
  • Financial Symmetry sold 51 IBM shares in Q2 2026, an estimated $12.8K.
  • IBM made up 0.2% of Financial Symmetry's portfolio in Q2 2026, its #35 holding.
  • Financial Symmetry first reported a position in IBM in Q4 2023 and has held it in 11 quarters since.
  • Financial Symmetry's IBM position peaked at $690K in Q4 2025.
  • 1,700 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Financial Symmetry's 13F filing for Q2 2026, filed 14 Jul 2026.