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FMB Wealth Management’s IBM IBM Stock Holding History

FMB 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 		$226K Buy
+802
New +$202K 0.08% 73
2026
Q1 		– Sell
-995
Closed -$295K – 82
2025
Q4 		$295K Sell
995
-53
-5% -$15.9K 0.12% 70
2025
Q3 		$296K Sell
1,048
-39
-4% -$10.2K 0.13% 61
2025
Q2 		$321K Sell
1,087
-34
-3% -$8.76K 0.15% 57
2025
Q1 		$279K Buy
+1,121
New +$274K 0.15% 57
2024
Q4 		– Sell
-934
Closed -$207K – 70
2024
Q3 		$207K Buy
+934
New +$183K 0.12% 73

Other funds holding IBM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

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

FMB Wealth Management opened a new position in IBM (IBM) in Q2 2026: 802 shares worth $226K. The stake represents 0.08% of the portfolio and ranks #73 among its holdings. This is a return to the name: FMB Wealth Management previously reported a position in IBM as recently as Q4 2025.

FMB Wealth Management first reported a position in IBM in Q3 2024 and has held it in 6 quarters since. The position peaked at $321K in Q2 2025. 2,145 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • FMB Wealth Management held 802 shares of IBM worth $226K as of Q2 2026.
  • IBM was a new FMB Wealth Management position in Q2 2026.
  • IBM made up 0.08% of FMB Wealth Management's portfolio in Q2 2026, its #73 holding.
  • FMB Wealth Management first reported a position in IBM in Q3 2024 and has held it in 6 quarters since.
  • FMB Wealth Management's IBM position peaked at $321K in Q2 2025.
  • 2,145 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on FMB Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.