Formulate Financial’s IBM IBM Stock Holding History

Formulate Financial’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	–	Sell	-1,062	Closed	-$257K	–	27
2026 Q1	$257K	Sell	1,062 -233	-18%	-$63K	0.32%	22
2025 Q4	$384K	Buy	1,295 +530	+69%	+$159K	0.45%	20
2025 Q3	$216K	Buy	+765	New	+$200K	0.27%	24

Other funds holding IBM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

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

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Formulate Financial's IBM Position: Q2 2026 in Review

Formulate Financial sold out of IBM (IBM) in Q2 2026, closing a stake of 1,062 shares — an estimated $257K sold.

Formulate Financial first reported a position in IBM in Q3 2025 and held it in 3 quarters. The position peaked at $384K in Q4 2025. 2,444 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

Formulate Financial reported no remaining IBM position as of Q2 2026 after selling out during the quarter.
Formulate Financial sold 1,062 IBM shares in Q2 2026, an estimated $257K.
Formulate Financial first reported a position in IBM in Q3 2025 and held it in 3 quarters.
Formulate Financial's IBM position peaked at $384K in Q4 2025.
2,444 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Formulate Financial's 13F filing for Q2 2026, filed 31 Jul 2026.