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FSM Wealth Advisors’s IBM IBM Stock Holding History

FSM Wealth Advisors’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 		$1.95M Buy
6,949
+482
+7% +$121K 0.21% 66
2026
Q1 		$1.57M Sell
6,467
-54
-0.8% -$14.6K 0.2% 65
2025
Q4 		$1.93M Buy
6,521
+195
+3% +$58.4K 0.26% 53
2025
Q3 		$1.78M Sell
6,326
-131
-2% -$34.3K 0.25% 60
2025
Q2 		$1.89M Buy
6,457
+3,412
+112% +$879K 0.31% 54
2025
Q1 		$757K Buy
3,045
+338
+12% +$82.7K 0.17% 80
2024
Q4 		$603K Buy
2,707
+110
+4% +$24.5K 0.15% 86
2024
Q3 		$574K Buy
2,597
+178
+7% +$34.9K 0.15% 85
2024
Q2 		$418K Sell
2,419
-21
-0.9% -$3.65K 0.14% 93
2024
Q1 		$466K Buy
2,440
+39
+2% +$7.12K 0.17% 90
2023
Q4 		$393K Buy
2,401
+29
+1% +$4.38K 0.17% 97
2023
Q3 		$333K Sell
2,372
-71
-3% -$10.1K 0.17% 102
2023
Q2 		$328K Sell
2,443
-35
-1% -$4.52K 0.16% 109
2023
Q1 		$325K Buy
2,478
+88
+4% +$11.8K 0.19% 105
2022
Q4 		$337K Sell
2,390
-482
-17% -$66.5K 0.24% 94
2022
Q3 		$341K Buy
2,872
+1,252
+77% +$164K 0.28% 87
2022
Q2 		$215K Buy
+1,620
New +$219K 0.21% 106

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

FSM Wealth Advisors's IBM Position: Q2 2026 in Review

FSM Wealth Advisors increased its IBM (IBM) stake by 7.5% in Q2 2026, buying an estimated $121K and bringing the position to 6,949 shares worth $1.95M. The position accounts for 0.21% of the portfolio, ranked #66.

FSM Wealth Advisors first reported a position in IBM in Q2 2022 and has held it in 17 quarters since. 1,915 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • FSM Wealth Advisors held 6,949 shares of IBM worth $1.95M as of Q2 2026.
  • FSM Wealth Advisors bought 482 IBM shares in Q2 2026, an estimated $121K.
  • IBM made up 0.21% of FSM Wealth Advisors's portfolio in Q2 2026, its #66 holding.
  • FSM Wealth Advisors first reported a position in IBM in Q2 2022 and has held it in 17 quarters since.
  • 1,915 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on FSM Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.