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Fountainhead AM’s IBM IBM Stock Holding History

Fountainhead AM’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 		$652K Sell
2,320
-53
-2% -$13.4K 0.49% 45
2026
Q1 		$575K Buy
2,373
+2,156
+994% +$583K 0.52% 43
2025
Q4 		$64.4K Sell
217
-1,763
-89% -$528K 0.1% 97
2025
Q3 		$559K Sell
1,980
-38
-2% -$9.95K 0.07% 106
2025
Q2 		$595K Buy
2,018
+323
+19% +$83.2K 0.09% 93
2025
Q1 		$422K Buy
1,695
+231
+16% +$56.5K 0.07% 107
2024
Q4 		$322K Buy
1,464
+438
+43% +$97.5K 0.06% 115
2024
Q3 		$227K Sell
1,026
-234
-19% -$45.9K 0.05% 127
2024
Q2 		$218K Buy
1,260
+46
+4% +$7.99K 0.05% 126
2024
Q1 		$232K Sell
1,214
-250
-17% -$45.6K 0.06% 120
2023
Q4 		$240K Buy
1,464
+37
+3% +$5.59K 0.07% 101
2023
Q3 		$200K Buy
+1,427
New +$203K 0.07% 89

Other funds holding IBM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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

Fountainhead AM's IBM Position: Q2 2026 in Review

Fountainhead AM reduced its IBM (IBM) stake by 2.2% in Q2 2026, selling an estimated $13.4K and leaving 2,320 shares worth $652K. The position accounts for 0.49% of the portfolio, ranked #45.

Fountainhead AM first reported a position in IBM in Q3 2023 and has held it in 12 quarters since. 1,915 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Fountainhead AM held 2,320 shares of IBM worth $652K as of Q2 2026.
  • Fountainhead AM sold 53 IBM shares in Q2 2026, an estimated $13.4K.
  • IBM made up 0.49% of Fountainhead AM's portfolio in Q2 2026, its #45 holding.
  • Fountainhead AM first reported a position in IBM in Q3 2023 and has held it in 12 quarters since.
  • 1,915 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Fountainhead AM's 13F filing for Q2 2026, filed 3 Aug 2026.