Fingerlakes Wealth Management’s IBM IBM Stock Holding History

Fingerlakes Wealth Management’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	$385K	Buy	1,371 +5	+0.4%	+$1.26K	0.21%	77
2026 Q1	$331K	Hold	1,366	–	–	0.22%	78
2025 Q4	$404K	Buy	1,366 +104	+8%	+$31.1K	0.26%	70
2025 Q3	$356K	Buy	1,262 +40	+3%	+$10.5K	0.23%	73
2025 Q2	$360K	Sell	1,222 -51	-4%	-$13.1K	0.27%	72
2025 Q1	$317K	Buy	1,273 +119	+10%	+$29.1K	0.27%	71
2024 Q4	$254K	Sell	1,154 -137	-11%	-$30.5K	0.2%	78
2024 Q3	$285K	Buy	1,291 +29	+2%	+$5.69K	0.24%	77
2024 Q2	$218K	Buy	1,262 +8	+0.6%	+$1.39K	0.2%	86
2024 Q1	$239K	Buy	+1,254	New	+$229K	0.23%	83
2022 Q3	–	Sell	-1,454	Closed	-$205K	–	85
2022 Q2	$205K	Buy	+1,454	New	+$196K	0.28%	87

Other funds holding IBM

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

SMDAM

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return

Fingerlakes Wealth Management's IBM Position: Q2 2026 in Review

Fingerlakes Wealth Management increased its IBM (IBM) stake by 0.37% in Q2 2026, buying an estimated $1.26K and bringing the position to 1,371 shares worth $385K. The position accounts for 0.21% of the portfolio, ranked #77.

Fingerlakes Wealth Management first reported a position in IBM in Q2 2022 and has held it in 11 quarters since. The position peaked at $404K in Q4 2025. 1,245 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

Fingerlakes Wealth Management held 1,371 shares of IBM worth $385K as of Q2 2026.
Fingerlakes Wealth Management bought 5 IBM shares in Q2 2026, an estimated $1.26K.
IBM made up 0.21% of Fingerlakes Wealth Management's portfolio in Q2 2026, its #77 holding.
Fingerlakes Wealth Management first reported a position in IBM in Q2 2022 and has held it in 11 quarters since.
Fingerlakes Wealth Management's IBM position peaked at $404K in Q4 2025.
1,245 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Fingerlakes Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.