Foguth Wealth Management’s IBM IBM Stock Holding History

Foguth 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	$541K	Sell	2,541 -62	-2%	-$15.6K	0.06%	117
2026 Q1	$775K	Buy	2,603 +236	+10%	+$63.9K	0.09%	95
2025 Q4	$690K	Buy	+2,367	New	+$709K	0.11%	85
2025 Q2	$345K	Buy	1,171 +83	+8%	+$21.4K	0.07%	100
2025 Q1	$270K	Sell	1,088 -214	-16%	-$52.3K	0.07%	122
2024 Q4	$293K	Sell	1,302 -127	-9%	-$28.3K	0.08%	115
2024 Q3	$327K	Sell	1,429 -133	-9%	-$26.1K	0.12%	96
2024 Q2	$270K	Buy	1,562 +134	+9%	+$23.3K	0.12%	109
2024 Q1	$273K	Buy	+1,428	New	+$261K	0.15%	104

Other funds holding IBM

Swedbank Stockholm, Sweden $116B AUM 46.87% 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

FWIA

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

BHIA

Birch Hill Investment Advisors Boston, Massachusetts $2.47B AUM 20.95% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

EOJOAM

E. Ohman J:or Asset Management Stockholm, Sweden $4.3B AUM 29.55% 1-Year Est. Return

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

Foguth Wealth Management reduced its IBM (IBM) stake by 2.4% in Q2 2026, selling an estimated $15.6K and leaving 2,541 shares worth $541K. The position accounts for 0.06% of the portfolio, ranked #117.

Foguth Wealth Management first reported a position in IBM in Q1 2024 and has held it in 9 quarters since. The position peaked at $775K in Q1 2026. 916 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

Foguth Wealth Management held 2,541 shares of IBM worth $541K as of Q2 2026.
Foguth Wealth Management sold 62 IBM shares in Q2 2026, an estimated $15.6K.
IBM made up 0.06% of Foguth Wealth Management's portfolio in Q2 2026, its #117 holding.
Foguth Wealth Management first reported a position in IBM in Q1 2024 and has held it in 9 quarters since.
Foguth Wealth Management's IBM position peaked at $775K in Q1 2026.
916 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Foguth Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.