Fortune Financial Advisors’s IBM IBM Stock Holding History

Fortune Financial Advisors’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	$422K	Hold	1,500	–	–	0.18%	112
2026 Q1	$364K	Hold	1,500	–	–	0.19%	107
2025 Q4	$444K	Hold	1,500	–	–	0.3%	69
2025 Q3	$423K	Hold	1,500	–	–	0.32%	72
2025 Q2	$442K	Hold	1,500	–	–	0.36%	66
2025 Q1	$373K	Hold	1,500	–	–	0.32%	69
2024 Q4	$330K	Hold	1,500	–	–	0.3%	71
2024 Q3	$332K	Sell	1,500 -54	-3%	-$10.6K	0.3%	71
2024 Q2	$269K	Sell	1,554 -162	-9%	-$28.1K	0.16%	114
2024 Q1	$328K	Hold	1,716	–	–	0.21%	106
2023 Q4	$281K	Hold	1,716	–	–	0.2%	104
2023 Q3	$241K	Hold	1,716	–	–	0.18%	105
2023 Q2	$230K	Buy	+1,716	New	+$221K	0.17%	112

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

Fortune Financial Advisors's IBM Position: Q2 2026 in Review

Fortune Financial Advisors held its IBM (IBM) position steady in Q2 2026 at 1,500 shares worth $422K. The position accounts for 0.18% of the portfolio, ranked #112.

Fortune Financial Advisors first reported a position in IBM in Q2 2023 and has held it in 13 quarters since. The position peaked at $444K in Q4 2025. 1,810 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

Fortune Financial Advisors held 1,500 shares of IBM worth $422K as of Q2 2026.
Fortune Financial Advisors left its IBM share count unchanged in Q2 2026.
IBM made up 0.18% of Fortune Financial Advisors's portfolio in Q2 2026, its #112 holding.
Fortune Financial Advisors first reported a position in IBM in Q2 2023 and has held it in 13 quarters since.
Fortune Financial Advisors's IBM position peaked at $444K in Q4 2025.
1,810 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Fortune Financial Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.