Forza Wealth Management’s IBM IBM Stock Holding History

Forza 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	$3.72M	Sell	13,211 -160	-1%	-$40.3K	1.14%	26
2026 Q1	$3.24M	Sell	13,371 -150	-1%	-$40.6K	1.13%	26
2025 Q4	$4.01M	Buy	13,521 +224	+2%	+$67.1K	1.45%	21
2025 Q3	$3.75M	Buy	13,297 +117	+0.9%	+$30.6K	1.44%	21
2025 Q2	$3.89M	Sell	13,180 -7	-0.1%	-$1.8K	1.59%	18
2025 Q1	$3.28M	Buy	13,187 +34	+0.3%	+$8.32K	1.47%	19
2024 Q4	$2.89M	Buy	13,153 +47	+0.4%	+$10.5K	1.32%	23
2024 Q3	$2.9M	Buy	13,106 +441	+3%	+$86.5K	1.33%	22
2024 Q2	$2.19M	Hold	12,665	–	–	1.13%	25
2024 Q1	$2.42M	Sell	12,665 -50	-0.4%	-$9.12K	1.26%	20
2023 Q4	$2.08M	Sell	12,715 -195	-2%	-$29.5K	1.15%	21
2023 Q3	$1.81M	Hold	12,910	–	–	0.93%	28
2023 Q2	$1.73M	Buy	12,910 +180	+1%	+$23.2K	0.87%	28
2023 Q1	$1.67M	Buy	12,730 +1,102	+9%	+$147K	0.86%	28
2022 Q4	$1.64M	Buy	+11,628	New	+$1.6M	1.09%	25

Other funds holding IBM

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

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

EOJOAM

E. Ohman J:or Asset Management Stockholm, Sweden $4.3B AUM 29.55% 1-Year Est. Return

IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

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

Forza Wealth Management reduced its IBM (IBM) stake by 1.2% in Q2 2026, selling an estimated $40.3K and leaving 13,211 shares worth $3.72M. The position accounts for 1.14% of the portfolio, ranked #26.

Forza Wealth Management first reported a position in IBM in Q4 2022 and has held it in 15 quarters since. The position peaked at $4.01M in Q4 2025. 796 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

Forza Wealth Management held 13,211 shares of IBM worth $3.72M as of Q2 2026.
Forza Wealth Management sold 160 IBM shares in Q2 2026, an estimated $40.3K.
IBM made up 1.14% of Forza Wealth Management's portfolio in Q2 2026, its #26 holding.
Forza Wealth Management first reported a position in IBM in Q4 2022 and has held it in 15 quarters since.
Forza Wealth Management's IBM position peaked at $4.01M in Q4 2025.
796 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Forza Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.