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Forteris Wealth Management’s IBM IBM Stock Holding History

Forteris 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 		$1.28M Sell
4,539
-7
-0.2% -$1.76K 1.04% 29
2026
Q1 		$1.1M Buy
4,546
+2,090
+85% +$566K 1.05% 29
2025
Q4 		$727K Buy
+2,456
New +$736K 0.72% 34

Other funds holding IBM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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

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

Forteris Wealth Management reduced its IBM (IBM) stake by 0.15% in Q2 2026, selling an estimated $1.76K and leaving 4,539 shares worth $1.28M. The position accounts for 1.04% of the portfolio, ranked #29.

Forteris Wealth Management first reported a position in IBM in Q4 2025 and has held it in 3 quarters since. 2,444 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Forteris Wealth Management held 4,539 shares of IBM worth $1.28M as of Q2 2026.
  • Forteris Wealth Management sold 7 IBM shares in Q2 2026, an estimated $1.76K.
  • IBM made up 1.04% of Forteris Wealth Management's portfolio in Q2 2026, its #29 holding.
  • Forteris Wealth Management first reported a position in IBM in Q4 2025 and has held it in 3 quarters since.
  • 2,444 funds tracked by Wall St. Rank held IBM as of Q2 2026.

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