Fortitude Family Office’s IBM IBM Stock Holding History

Fortitude Family Office’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	$236K	Sell	841 -115	-12%	-$29K	0.05%	122
2026 Q1	$232K	Sell	956 -653	-41%	-$177K	0.05%	114
2025 Q4	$477K	Sell	1,609 -132	-8%	-$39.5K	0.11%	99
2025 Q3	$491K	Sell	1,741 -2	-0.1%	-$524	0.13%	91
2025 Q2	$514K	Sell	1,743 -1,080	-38%	-$278K	0.17%	77
2025 Q1	$702K	Sell	2,823 -2,970	-51%	-$726K	0.25%	55
2024 Q4	$1.27M	Sell	5,793 -83	-1%	-$18.5K	0.45%	36
2024 Q3	$1.3M	Buy	5,876 +4,470	+318%	+$876K	0.51%	32
2024 Q2	$243K	Buy	1,406 +930	+195%	+$162K	0.14%	77
2024 Q1	$90.9K	Hold	476	–	–	0.06%	102
2023 Q4	$77.8K	Buy	+476	New	+$71.9K	0.06%	117

Other funds holding IBM

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

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Fortitude Family Office's IBM Position: Q2 2026 in Review

Fortitude Family Office reduced its IBM (IBM) stake by 12% in Q2 2026, selling an estimated $29K and leaving 841 shares worth $236K. The position accounts for 0.05% of the portfolio, ranked #122.

Fortitude Family Office first reported a position in IBM in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.3M in Q3 2024. 1,805 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

Fortitude Family Office held 841 shares of IBM worth $236K as of Q2 2026.
Fortitude Family Office sold 115 IBM shares in Q2 2026, an estimated $29K.
IBM made up 0.05% of Fortitude Family Office's portfolio in Q2 2026, its #122 holding.
Fortitude Family Office first reported a position in IBM in Q4 2023 and has held it in 11 quarters since.
Fortitude Family Office's IBM position peaked at $1.3M in Q3 2024.
1,805 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Fortitude Family Office's 13F filing for Q2 2026, filed 20 Jul 2026.