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Fortem Financial Group’s IBM IBM Stock Holding History

Fortem Financial Group’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 		$279K Buy
+992
New +$250K 0.06% 163
2026
Q1 		– Sell
-793
Closed -$235K – 178
2025
Q4 		$235K Sell
793
-71
-8% -$21.3K 0.06% 151
2025
Q3 		$244K Buy
864
+140
+19% +$36.6K 0.07% 145
2025
Q2 		$213K Sell
724
-2,583
-78% -$665K 0.07% 160
2025
Q1 		$822K Sell
3,307
-510
-13% -$125K 0.32% 87
2024
Q4 		$839K Buy
3,817
+27
+0.7% +$6.01K 0.33% 88
2024
Q3 		$838K Buy
+3,790
New +$743K 0.34% 89
2022
Q2 		– Sell
-2,508
Closed -$326K – 186
2022
Q1 		$326K Sell
2,508
-26
-1% -$3.39K 0.14% 132
2021
Q4 		$339K Sell
2,534
-783
-24% -$98.2K 0.15% 137
2021
Q3 		$441K Sell
3,317
-243
-7% -$32.5K 0.22% 116
2021
Q2 		$499K Buy
3,560
+343
+11% +$46.9K 0.25% 114
2021
Q1 		$410K Sell
3,217
-220
-6% -$26.3K 0.24% 117
2020
Q4 		$414K Sell
3,437
-481
-12% -$55.6K 0.25% 102
2020
Q3 		$456K Sell
3,918
-10,292
-72% -$1.21M 0.33% 93
2020
Q2 		$1.64M Buy
14,210
+879
+7% +$102K 1.27% 24
2020
Q1 		$1.41M Buy
13,331
+3,629
+37% +$459K 1.29% 26
2019
Q4 		$1.24M Sell
9,702
-3,807
-28% -$495K 0.92% 44
2019
Q3 		$1.88M Buy
13,509
+9,160
+211% +$1.24M 1.6% 19
2019
Q2 		$573K Buy
4,349
+157
+4% +$20.6K 0.58% 51
2019
Q1 		$566K Buy
4,192
+342
+9% +$43.6K 0.59% 53
2018
Q4 		$418K Buy
+3,850
New +$462K 0.5% 53

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

Fortem Financial Group's IBM Position: Q2 2026 in Review

Fortem Financial Group opened a new position in IBM (IBM) in Q2 2026: 992 shares worth $279K. The stake represents 0.06% of the portfolio and ranks #163 among its holdings. This is a return to the name: Fortem Financial Group previously reported a position in IBM as recently as Q4 2025.

Fortem Financial Group first reported a position in IBM in Q4 2018 and has held it in 21 quarters since. The position peaked at $1.88M in Q3 2019. 1,112 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Fortem Financial Group held 992 shares of IBM worth $279K as of Q2 2026.
  • IBM was a new Fortem Financial Group position in Q2 2026.
  • IBM made up 0.06% of Fortem Financial Group's portfolio in Q2 2026, its #163 holding.
  • Fortem Financial Group first reported a position in IBM in Q4 2018 and has held it in 21 quarters since.
  • Fortem Financial Group's IBM position peaked at $1.88M in Q3 2019.
  • 1,112 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Fortem Financial Group's 13F filing for Q2 2026, filed 20 Jul 2026.