Glass Wealth Management’s IBM IBM Stock Holding History

Glass 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	$576K	Hold	2,050	–	–	0.19%	49
2026 Q1	$497K	Hold	2,050	–	–	0.19%	51
2025 Q4	$607K	Hold	2,050	–	–	0.25%	47
2025 Q3	$578K	Buy	2,050 +100	+5%	+$26.2K	0.26%	47
2025 Q2	$575K	Sell	1,950 -175	-8%	-$45.1K	0.31%	47
2025 Q1	$528K	Hold	2,125	–	–	0.32%	49
2024 Q4	$467K	Sell	2,125 -8	-0.4%	-$1.78K	0.25%	48
2024 Q3	$472K	Buy	2,133 +8	+0.4%	+$1.57K	0.26%	47
2024 Q2	$368K	Hold	2,125	–	–	0.21%	48
2024 Q1	$406K	Buy	+2,125	New	+$388K	0.25%	50

Other funds holding IBM

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Glass Wealth Management's IBM Position: Q2 2026 in Review

Glass Wealth Management held its IBM (IBM) position steady in Q2 2026 at 2,050 shares worth $576K. The position accounts for 0.19% of the portfolio, ranked #49.

Glass Wealth Management first reported a position in IBM in Q1 2024 and has held it in 10 quarters since. The position peaked at $607K in Q4 2025. 1,915 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

Glass Wealth Management held 2,050 shares of IBM worth $576K as of Q2 2026.
Glass Wealth Management left its IBM share count unchanged in Q2 2026.
IBM made up 0.19% of Glass Wealth Management's portfolio in Q2 2026, its #49 holding.
Glass Wealth Management first reported a position in IBM in Q1 2024 and has held it in 10 quarters since.
Glass Wealth Management's IBM position peaked at $607K in Q4 2025.
1,915 funds tracked by Wall St. Rank held IBM as of Q2 2026.

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