FHC
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First Heartland Consultants’s IBM IBM Stock Holding History

First Heartland Consultants’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 		$669K Sell
2,377
-52
-2% -$13.1K 0.04% 276
2026
Q1 		$589K Sell
2,429
-43
-2% -$11.6K 0.05% 265
2025
Q4 		$732K Buy
2,472
+66
+3% +$19.8K 0.06% 223
2025
Q3 		$679K Buy
2,406
+17
+0.7% +$4.45K 0.05% 227
2025
Q2 		$704K Buy
2,389
+230
+11% +$59.3K 0.06% 211
2025
Q1 		$537K Sell
2,159
-13
-0.6% -$3.18K 0.06% 227
2024
Q4 		$478K Sell
2,172
-9
-0.4% -$2K 0.05% 247
2024
Q3 		$482K Buy
2,181
+6
+0.3% +$1.18K 0.05% 252
2024
Q2 		$376 Sell
2,175
-107
-5% -$18.6K 0.03% 307
2024
Q1 		$436K Buy
2,282
+28
+1% +$5.11K 0.05% 270
2023
Q4 		$369K Sell
2,254
-47
-2% -$7.1K 0.04% 257
2023
Q3 		$323K Sell
2,301
-129
-5% -$18.4K 0.04% 277
2023
Q2 		$325K Sell
2,430
-92
-4% -$11.9K 0.04% 269
2023
Q1 		$331K Sell
2,522
-6
-0.2% -$803 0.05% 264
2022
Q4 		$356K Sell
2,528
-118
-4% -$16.3K 0.06% 251
2022
Q3 		$314 Buy
2,646
+204
+8% +$26.8K 0.03% 248
2022
Q2 		$344K Buy
2,442
+57
+2% +$7.69K 0.05% 238
2022
Q1 		$310K Sell
2,385
-659
-22% -$85.9K 0.05% 259
2021
Q4 		$406 Sell
3,044
-137
-4% -$17.2K 0.02% 226
2021
Q3 		$422K Sell
3,181
-1,152
-27% -$154K 0.06% 229
2021
Q2 		$607K Sell
4,333
-806
-16% -$110K 0.09% 176
2021
Q1 		$655K Buy
5,139
+650
+14% +$77.8K 0.1% 167
2020
Q4 		$540K Buy
4,489
+551
+14% +$63.7K 0.09% 160
2020
Q3 		$458K Buy
3,938
+90
+2% +$10.6K 0.09% 160
2020
Q2 		$444K Buy
3,848
+838
+28% +$97.3K 0.09% 168
2020
Q1 		$319K Sell
3,010
-12
-0.4% -$1.52K 0.08% 177
2019
Q4 		$387K Buy
3,022
+294
+11% +$38.2K 0.08% 205
2019
Q3 		$379K Sell
2,728
-211
-7% -$28.5K 0.08% 193
2019
Q2 		$387K Buy
2,939
+159
+6% +$20.9K 0.09% 187
2019
Q1 		$375K Buy
2,780
+114
+4% +$14.5K 0.11% 176
2018
Q4 		$290K Sell
2,666
-296
-10% -$35.5K 0.11% 181
2018
Q3 		$428K Buy
2,962
+28
+1% +$3.91K 0.13% 150
2018
Q2 		$392K Sell
2,934
-659
-18% -$91.9K 0.14% 159
2018
Q1 		$527K Sell
3,593
-13
-0.4% -$1.97K 0.16% 146
2017
Q4 		$529K Sell
3,606
-1,256
-26% -$183K 0.16% 142
2017
Q3 		$674K Buy
4,862
+244
+5% +$34K 0.16% 173
2017
Q2 		$679K Buy
4,618
+619
+15% +$93.3K 0.18% 160
2017
Q1 		$666K Buy
3,999
+290
+8% +$48.6K 0.19% 147
2016
Q4 		$589K Buy
3,709
+347
+10% +$52.9K 0.18% 154
2016
Q3 		$511K Sell
3,362
-417
-11% -$63.3K 0.15% 170
2016
Q2 		$548 Buy
3,779
+100
+3% +$14.3K 0.06% 140
2016
Q1 		$533K Buy
3,679
+295
+9% +$37.7K 0.2% 132
2015
Q4 		$445K Sell
3,384
-472
-12% -$63.4K 0.17% 148
2015
Q3 		$534K Buy
3,856
+561
+17% +$82.8K 0.22% 125
2015
Q2 		$512 Sell
3,295
-162
-5% -$26K 0.14% 137
2015
Q1 		$530K Sell
3,457
-12
-0.3% -$1.82K 0.2% 134
2014
Q4 		$532K Sell
3,469
-256
-7% -$40.7K 0.22% 125
2014
Q3 		$676K Buy
3,725
+2
+0.1% +$364 0.3% 100
2014
Q2 		$645K Sell
3,723
-10
-0.3% -$1.8K 0.29% 101
2014
Q1 		$687K Buy
3,733
+1
+0% +$176 0.34% 91
2013
Q4 		$669K Sell
3,732
-47
-1% -$8.11K 0.38% 84
2013
Q3 		$673K Buy
3,779
+19
+0.5% +$3.45K 0.41% 70
2013
Q2 		$687K Buy
+3,760
New +$732K 0.4% 67

Other funds holding IBM

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 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
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Robeco Institutional Asset Management
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
VF
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
WG
Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return

First Heartland Consultants's IBM Position: Q2 2026 in Review

First Heartland Consultants reduced its IBM (IBM) stake by 2.1% in Q2 2026, selling an estimated $13.1K and leaving 2,377 shares worth $669K. The position accounts for 0.04% of the portfolio, ranked #276.

First Heartland Consultants first reported a position in IBM in Q2 2013 and has held it in 53 quarters since. The position peaked at $732K in Q4 2025. 1,245 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • First Heartland Consultants held 2,377 shares of IBM worth $669K as of Q2 2026.
  • First Heartland Consultants sold 52 IBM shares in Q2 2026, an estimated $13.1K.
  • IBM made up 0.04% of First Heartland Consultants's portfolio in Q2 2026, its #276 holding.
  • First Heartland Consultants first reported a position in IBM in Q2 2013 and has held it in 53 quarters since.
  • First Heartland Consultants's IBM position peaked at $732K in Q4 2025.
  • 1,245 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on First Heartland Consultants's 13F filing for Q2 2026, filed 8 Jul 2026.