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Forum Financial Management’s IBM IBM Stock Holding History

Forum Financial 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 		$1.34M Sell
4,782
-107
-2% -$27K 0.02% 114
2026
Q1 		$1.19M Sell
4,889
-5,378
-52% -$1.46M 0.02% 112
2025
Q4 		$3.04M Buy
10,267
+302
+3% +$90.4K 0.04% 105
2025
Q3 		$2.81M Buy
9,965
+155
+2% +$40.6K 0.04% 104
2025
Q2 		$2.89M Buy
9,810
+1,579
+19% +$407K 0.04% 91
2025
Q1 		$2.05M Sell
8,231
-39
-0.5% -$9.54K 0.03% 113
2024
Q4 		$1.82M Buy
8,270
+1,506
+22% +$335K 0.03% 131
2024
Q3 		$1.5M Sell
6,764
-535
-7% -$105K 0.02% 140
2024
Q2 		$1.26M Sell
7,299
-721
-9% -$125K 0.02% 148
2024
Q1 		$1.53M Sell
8,020
-207
-3% -$37.8K 0.03% 149
2023
Q4 		$1.35M Sell
8,227
-387
-4% -$58.5K 0.03% 129
2023
Q3 		$1.21M Sell
8,614
-590
-6% -$83.9K 0.03% 138
2023
Q2 		$1.23M Buy
9,204
+1,435
+18% +$185K 0.03% 135
2023
Q1 		$1.02M Sell
7,769
-102
-1% -$13.6K 0.03% 139
2022
Q4 		$1.11M Hold
7,871
– – 0.04% 122
2022
Q3 		$935K Buy
7,871
+1
+0% +$131 0.05% 120
2022
Q2 		$1.11M Buy
7,870
+166
+2% +$22.4K 0.06% 113
2022
Q1 		$1M Buy
7,704
+4
+0.1% +$522 0.05% 125
2021
Q4 		$1.03M Buy
+7,700
New +$966K 0.05% 125

Other funds holding IBM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 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
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Forum Financial Management's IBM Position: Q2 2026 in Review

Forum Financial Management reduced its IBM (IBM) stake by 2.2% in Q2 2026, selling an estimated $27K and leaving 4,782 shares worth $1.34M. The position accounts for 0.02% of the portfolio, ranked #114.

Forum Financial Management first reported a position in IBM in Q4 2021 and has held it in 19 quarters since. The position peaked at $3.04M in Q4 2025. 1,822 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Forum Financial Management held 4,782 shares of IBM worth $1.34M as of Q2 2026.
  • Forum Financial Management sold 107 IBM shares in Q2 2026, an estimated $27K.
  • IBM made up 0.02% of Forum Financial Management's portfolio in Q2 2026, its #114 holding.
  • Forum Financial Management first reported a position in IBM in Q4 2021 and has held it in 19 quarters since.
  • Forum Financial Management's IBM position peaked at $3.04M in Q4 2025.
  • 1,822 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Forum Financial Management's 13F filing for Q2 2026, filed 23 Jul 2026.