First Business Financial Services’s IBM IBM Stock Holding History

First Business Financial Services’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	$684K	Buy	2,434 +430	+21%	+$108K	0.05%	104
2026 Q1	$486K	Buy	2,004 +240	+14%	+$64.9K	0.04%	119
2025 Q4	$523K	Sell	1,764 -174	-9%	-$52.1K	0.05%	109
2025 Q3	$547K	Sell	1,938 -175	-8%	-$45.8K	0.05%	119
2025 Q2	$623K	Buy	2,113 +1,083	+105%	+$279K	0.06%	112
2025 Q1	$256K	Hold	1,030	–	–	0.03%	148
2024 Q4	$226K	Buy	+1,030	New	+$229K	0.02%	154
2024 Q2	–	Sell	-1,787	Closed	-$341K	–	164
2024 Q1	$341K	Sell	1,787 -56	-3%	-$10.2K	0.04%	129
2023 Q4	$301K	Sell	1,843 -127	-6%	-$19.2K	0.04%	131
2023 Q3	$276K	Sell	1,970 -48	-2%	-$6.83K	0.04%	140
2023 Q2	$270K	Sell	2,018 -173	-8%	-$22.3K	0.03%	142
2023 Q1	$287K	Buy	2,191 +12	+0.6%	+$1.6K	0.04%	137
2022 Q4	$307K	Buy	2,179 +334	+18%	+$46.1K	0.04%	132
2022 Q3	$219K	Buy	1,845 +117	+7%	+$15.4K	0.03%	150
2022 Q2	$244K	Buy	+1,728	New	+$233K	0.03%	139

Other funds holding IBM

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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

First Business Financial Services's IBM Position: Q2 2026 in Review

First Business Financial Services increased its IBM (IBM) stake by 21% in Q2 2026, buying an estimated $108K and bringing the position to 2,434 shares worth $684K. The position accounts for 0.05% of the portfolio, ranked #104.

First Business Financial Services first reported a position in IBM in Q2 2022 and has held it in 15 quarters since. 1,915 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

First Business Financial Services held 2,434 shares of IBM worth $684K as of Q2 2026.
First Business Financial Services bought 430 IBM shares in Q2 2026, an estimated $108K.
IBM made up 0.05% of First Business Financial Services's portfolio in Q2 2026, its #104 holding.
First Business Financial Services first reported a position in IBM in Q2 2022 and has held it in 15 quarters since.
1,915 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on First Business Financial Services's 13F filing for Q2 2026, filed 28 Jul 2026.