FDW
IBM icon

Fourth Dimension Wealth’s IBM IBM Stock Holding History

Fourth Dimension Wealth’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 		$64.4K Buy
229
+29
+15% +$7.31K 0.02% 240
2026
Q1 		$48.5K Hold
200
– – 0.02% 230
2025
Q4 		$59.2K Hold
200
– – 0.02% 218
2025
Q3 		$56.4K Hold
200
– – 0.02% 213
2025
Q2 		$59K Sell
200
-468
-70% -$121K 0.02% 208
2025
Q1 		$166K Sell
668
-887
-57% -$217K 0.08% 115
2024
Q4 		$342K Buy
+1,555
New +$346K 0.18% 77

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

Fourth Dimension Wealth's IBM Position: Q2 2026 in Review

Fourth Dimension Wealth increased its IBM (IBM) stake by 15% in Q2 2026, buying an estimated $7.31K and bringing the position to 229 shares worth $64.4K. The position accounts for 0.02% of the portfolio, ranked #240.

Fourth Dimension Wealth first reported a position in IBM in Q4 2024 and has held it in 7 quarters since. The position peaked at $342K in Q4 2024. 1,810 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Fourth Dimension Wealth held 229 shares of IBM worth $64.4K as of Q2 2026.
  • Fourth Dimension Wealth bought 29 IBM shares in Q2 2026, an estimated $7.31K.
  • IBM made up 0.02% of Fourth Dimension Wealth's portfolio in Q2 2026, its #240 holding.
  • Fourth Dimension Wealth first reported a position in IBM in Q4 2024 and has held it in 7 quarters since.
  • Fourth Dimension Wealth's IBM position peaked at $342K in Q4 2024.
  • 1,810 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Fourth Dimension Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.