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Formidable Asset Management’s IBM IBM Stock Holding History

Formidable Asset 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 		$3.87M Buy
15,975
+1,020
+7% +$257K 0.62% 30
2026
Q1 		$4.43M Buy
14,955
+237
+2% +$64.1K 0.68% 28
2025
Q4 		$4.15M Buy
14,718
+1,785
+14% +$535K 0.6% 33
2025
Q3 		$3.81M Sell
12,933
-21
-0.2% -$5.5K 0.6% 31
2025
Q2 		$3.22M Hold
12,954
– – 0.54% 34
2025
Q1 		$3.22M Buy
12,954
+270
+2% +$66K 0.54% 34
2024
Q4 		$2.79M Buy
12,684
+5,389
+74% +$1.2M 0.46% 42
2024
Q3 		$1.61M Sell
7,295
-592
-8% -$116K 0.26% 77
2024
Q2 		$1.36M Buy
7,887
+606
+8% +$105K 0.22% 92
2024
Q1 		$1.39M Buy
7,281
+4,365
+150% +$796K 0.23% 95
2023
Q4 		$477K Sell
2,916
-292
-9% -$44.1K 0.1% 176
2023
Q3 		$450K Sell
3,208
-68
-2% -$9.68K 0.1% 181
2023
Q2 		$438K Sell
3,276
-10
-0.3% -$1.29K 0.1% 183
2023
Q1 		$433K Hold
3,286
– – 0.09% 191
2022
Q4 		$463K Hold
3,286
– – 0.1% 174
2022
Q3 		$439K Hold
3,286
– – 0.1% 176
2022
Q2 		$454K Buy
3,286
+367
+13% +$49.5K 0.1% 178
2022
Q1 		$379K Sell
2,919
-12
-0.4% -$1.56K 0.07% 225
2021
Q4 		$402K Buy
2,931
+586
+25% +$73.5K 0.08% 213
2021
Q3 		$312K Hold
2,345
– – 0.06% 264
2021
Q2 		$315K Sell
2,345
-500
-18% -$68.4K 0.07% 227
2021
Q1 		$363K Buy
2,845
+336
+13% +$40.2K 0.08% 195
2020
Q4 		$298K Hold
2,509
– – 0.07% 212
2020
Q3 		$289K Buy
2,509
+206
+9% +$24.3K 0.08% 183
2020
Q2 		$271K Sell
2,303
-90
-4% -$10.5K 0.08% 190
2020
Q1 		$254K Sell
2,393
-1,375
-36% -$174K 0.1% 155
2019
Q4 		$501K Buy
+3,768
New +$490K 0.16% 122
2019
Q3 		– Sell
-3,671
Closed -$520K – 176
2019
Q2 		$520K Buy
+3,671
New +$482K 0.18% 112
2017
Q4 		– Sell
-4,862
Closed -$674K – 149
2017
Q3 		$674K Sell
4,862
-443
-8% -$61.7K 0.28% 84
2017
Q2 		$780K Sell
5,305
-228
-4% -$34.4K 0.38% 60
2017
Q1 		$810K Sell
5,533
-631
-10% -$106K 0.35% 64
2016
Q4 		$978K Sell
6,164
-17
-0.3% -$2.59K 0.49% 41
2016
Q3 		$939K Sell
6,181
-327
-5% -$49.6K 0.47% 40
2016
Q2 		$1M Sell
6,508
-412
-6% -$59K 0.56% 32
2016
Q1 		$984K Sell
6,920
-58
-0.8% -$7.41K 0.69% 29
2015
Q4 		$901K Hold
6,978
– – 0.62% 32
2015
Q3 		$967K Sell
6,978
-158
-2% -$23.3K 0.65% 33
2015
Q2 		$1.11M Hold
7,136
– – 0.71% 28
2015
Q1 		$1.16M Sell
7,136
-224
-3% -$34K 0.77% 27
2014
Q4 		$1.13M Sell
7,360
-17
-0.2% -$2.71K 0.77% 28
2014
Q3 		$1.16M Buy
7,377
+2,682
+57% +$489K 0.77% 25
2014
Q2 		$814K Buy
4,695
+31
+0.7% +$5.58K 0.49% 45
2014
Q1 		$861K Buy
4,664
+65
+1% +$11.4K 0.6% 30
2013
Q4 		$779K Sell
4,599
-117
-2% -$20.2K 0.52% 40
2013
Q3 		$834K Buy
+4,716
New +$857K 0.72% 33

Other funds holding IBM

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 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
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 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
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM

Formidable Asset Management's IBM Position: Q2 2026 in Review

Formidable Asset Management increased its IBM (IBM) stake by 6.8% in Q2 2026, buying an estimated $257K and bringing the position to 15,975 shares worth $3.87M. The position accounts for 0.62% of the portfolio, ranked #30.

Formidable Asset Management first reported a position in IBM in Q3 2013 and has held it in 45 quarters since. The position peaked at $4.43M in Q1 2026. 766 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Formidable Asset Management held 15,975 shares of IBM worth $3.87M as of Q2 2026.
  • Formidable Asset Management bought 1,020 IBM shares in Q2 2026, an estimated $257K.
  • IBM made up 0.62% of Formidable Asset Management's portfolio in Q2 2026, its #30 holding.
  • Formidable Asset Management first reported a position in IBM in Q3 2013 and has held it in 45 quarters since.
  • Formidable Asset Management's IBM position peaked at $4.43M in Q1 2026.
  • 766 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Formidable Asset Management's 13F filing for Q2 2026, filed 17 Jul 2026.