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Future Financial Wealth Management’s IBM IBM Stock Holding History

Future Financial 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 		$650K Buy
3,146
+26
+0.8% +$6.55K 0.41% 51
2026
Q1 		$764K Buy
3,120
+2
+0.1% +$541 0.49% 42
2025
Q4 		$908K Sell
3,118
-52
-2% -$15.6K 0.61% 32
2025
Q3 		$894K Buy
3,170
+770
+32% +$202K 0.56% 35
2025
Q2 		$708K Buy
2,400
+2
+0.1% +$515 0.48% 38
2025
Q1 		$596K Buy
2,398
+2
+0.1% +$489 0.44% 49
2024
Q4 		$527K Buy
2,396
+2
+0.1% +$445 0.39% 49
2024
Q3 		$529K Buy
2,394
+3
+0.1% +$588 0.38% 54
2024
Q2 		$414K Buy
2,391
+3
+0.1% +$521 0.36% 64
2024
Q1 		$456K Buy
2,388
+3
+0.1% +$547 0.35% 59
2023
Q4 		$390K Buy
2,385
+4
+0.2% +$604 0.39% 63
2023
Q3 		$334K Buy
2,381
+3
+0.1% +$427 0.37% 66
2023
Q2 		$318K Sell
2,378
-2
-0.1% -$258 0.34% 74
2023
Q1 		$314K Buy
2,380
+10
+0.4% +$1.34K 0.35% 75
2022
Q4 		$334K Buy
2,370
+8
+0.3% +$1.1K 0.38% 80
2022
Q3 		$334K Buy
2,362
+4
+0.2% +$525 0.38% 78
2022
Q2 		$307K Hold
2,358
– – 0.3% 89
2022
Q1 		$307K Buy
2,358
+4
+0.2% +$522 0.25% 89
2021
Q4 		$320K Sell
2,354
-766
-25% -$96.1K 0.26% 89
2021
Q3 		$437K Hold
3,120
– – 0.45% 70
2021
Q2 		$437K Buy
3,120
+3
+0.1% +$410 0.45% 70
2021
Q1 		$397K Sell
3,117
-53
-2% -$6.34K 0.46% 66
2020
Q4 		$382K Buy
+3,170
New +$366K 0.44% 69

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

Future Financial Wealth Management's IBM Position: Q2 2026 in Review

Future Financial Wealth Management increased its IBM (IBM) stake by 0.83% in Q2 2026, buying an estimated $6.55K and bringing the position to 3,146 shares worth $650K. The position accounts for 0.41% of the portfolio, ranked #51.

Future Financial Wealth Management first reported a position in IBM in Q4 2020 and has held it in 23 quarters since. The position peaked at $908K in Q4 2025. 1,822 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Future Financial Wealth Management held 3,146 shares of IBM worth $650K as of Q2 2026.
  • Future Financial Wealth Management bought 26 IBM shares in Q2 2026, an estimated $6.55K.
  • IBM made up 0.41% of Future Financial Wealth Management's portfolio in Q2 2026, its #51 holding.
  • Future Financial Wealth Management first reported a position in IBM in Q4 2020 and has held it in 23 quarters since.
  • Future Financial Wealth Management's IBM position peaked at $908K in Q4 2025.
  • 1,822 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Future Financial Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.