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GeoWealth Management’s IBM IBM Stock Holding History

GeoWealth 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 		$1.1M Sell
3,900
-153
-4% -$38.5K 0.03% 299
2026
Q1 		$982K Buy
4,053
+284
+8% +$76.8K 0.04% 292
2025
Q4 		$1.12M Sell
3,769
-56
-1% -$16.8K 0.04% 248
2025
Q3 		$1.08M Buy
3,825
+118
+3% +$30.9K 0.04% 284
2025
Q2 		$1.09M Sell
3,707
-328
-8% -$84.5K 0.04% 234
2025
Q1 		$1M Sell
4,035
-2,460
-38% -$602K 0.04% 260
2024
Q4 		$1.43M Buy
6,495
+543
+9% +$121K 0.05% 229
2024
Q3 		$1.32M Sell
5,952
-87
-1% -$17.1K 0.05% 250
2024
Q2 		$1.04M Sell
6,039
-381
-6% -$66.2K 0.05% 263
2024
Q1 		$1.23M Buy
6,420
+2,229
+53% +$407K 0.05% 255
2023
Q4 		$685K Buy
4,191
+2,178
+108% +$329K 0.06% 273
2023
Q3 		$282K Sell
2,013
-3,563
-64% -$507K 0.03% 240
2023
Q2 		$747K Buy
5,576
+3,397
+156% +$438K 0.08% 137
2023
Q1 		$286K Buy
2,179
+271
+14% +$36.3K 0.03% 181
2022
Q4 		$269K Buy
1,908
+112
+6% +$15.4K 0.03% 210
2022
Q3 		$214K Sell
1,796
-554
-24% -$72.7K 0.02% 230
2022
Q2 		$332K Sell
2,350
-215
-8% -$29K 0.04% 200
2022
Q1 		$333K Sell
2,565
-899
-26% -$117K 0.03% 252
2021
Q4 		$462K Sell
3,464
-122
-3% -$15.3K 0.04% 220
2021
Q3 		$477K Sell
3,586
-39
-1% -$5.21K 0.04% 224
2021
Q2 		$508K Buy
3,625
+511
+16% +$69.9K 0.06% 145
2021
Q1 		$396K Buy
3,114
+107
+4% +$12.8K 0.06% 142
2020
Q4 		$367K Buy
3,007
+536
+22% +$61.9K 0.06% 162
2020
Q3 		$290K Sell
2,471
-712
-22% -$83.8K 0.09% 127
2020
Q2 		$367K Buy
+3,183
New +$370K 0.15% 111

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

GeoWealth Management's IBM Position: Q2 2026 in Review

GeoWealth Management reduced its IBM (IBM) stake by 3.8% in Q2 2026, selling an estimated $38.5K and leaving 3,900 shares worth $1.1M. The position accounts for 0.03% of the portfolio, ranked #299.

GeoWealth Management first reported a position in IBM in Q2 2020 and has held it in 25 quarters since. The position peaked at $1.43M in Q4 2024. 1,810 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • GeoWealth Management held 3,900 shares of IBM worth $1.1M as of Q2 2026.
  • GeoWealth Management sold 153 IBM shares in Q2 2026, an estimated $38.5K.
  • IBM made up 0.03% of GeoWealth Management's portfolio in Q2 2026, its #299 holding.
  • GeoWealth Management first reported a position in IBM in Q2 2020 and has held it in 25 quarters since.
  • GeoWealth Management's IBM position peaked at $1.43M in Q4 2024.
  • 1,810 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on GeoWealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.