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Foundation Wealth Management (Missouri)’s IBM IBM Stock Holding History

Foundation Wealth Management (Missouri)’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 		$233K Sell
829
-36
-4% -$9.07K 0.14% 47
2026
Q1 		$209K Sell
865
-54
-6% -$14.6K 0.14% 43
2025
Q4 		$273K Buy
919
+54
+6% +$16.2K 0.18% 39
2025
Q3 		$244K Buy
865
+72
+9% +$18.8K 0.16% 39
2025
Q2 		$234K Buy
+793
New +$204K 0.16% 42

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

Foundation Wealth Management (Missouri)'s IBM Position: Q2 2026 in Review

Foundation Wealth Management (Missouri) reduced its IBM (IBM) stake by 4.2% in Q2 2026, selling an estimated $9.07K and leaving 829 shares worth $233K. The position accounts for 0.14% of the portfolio, ranked #47.

Foundation Wealth Management (Missouri) first reported a position in IBM in Q2 2025 and has held it in 5 quarters since. The position peaked at $273K in Q4 2025. 1,810 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Foundation Wealth Management (Missouri) held 829 shares of IBM worth $233K as of Q2 2026.
  • Foundation Wealth Management (Missouri) sold 36 IBM shares in Q2 2026, an estimated $9.07K.
  • IBM made up 0.14% of Foundation Wealth Management (Missouri)'s portfolio in Q2 2026, its #47 holding.
  • Foundation Wealth Management (Missouri) first reported a position in IBM in Q2 2025 and has held it in 5 quarters since.
  • Foundation Wealth Management (Missouri)'s IBM position peaked at $273K in Q4 2025.
  • 1,810 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Foundation Wealth Management (Missouri)'s 13F filing for Q2 2026, filed 30 Jul 2026.