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Global Wealth Management Investment Advisory’s IBM IBM Stock Holding History

Global Wealth Management Investment Advisory’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 		$5.8M Buy
20,638
+1,224
+6% +$308K 0.83% 39
2026
Q1 		$4.71M Buy
19,414
+18,650
+2,441% +$5.05M 0.74% 48
2025
Q4 		$226K Sell
764
-8
-1% -$2.4K 0.04% 144
2025
Q3 		$218K Buy
772
+60
+8% +$15.7K 0.04% 146
2025
Q2 		$210K Buy
+712
New +$183K 0.04% 140
2024
Q1 		– Sell
-383
Closed -$62.6K – 278
2023
Q4 		$62.6K Hold
383
– – 0.02% 181
2023
Q3 		$53.7K Buy
383
+83
+28% +$11.8K 0.02% 190
2023
Q2 		$40.1K Buy
+300
New +$38.7K 0.01% 209
2022
Q3 		– Sell
-200
Closed -$28K – 286
2022
Q2 		$28K Hold
200
– – 0.01% 217
2022
Q1 		$26K Hold
200
– – 0.01% 239
2021
Q4 		$27K Sell
200
-9
-4% -$1.13K 0.01% 237
2021
Q3 		$28K Hold
209
– – 0.01% 239
2021
Q2 		$29K Hold
209
– – 0.01% 225
2021
Q1 		$27K Sell
209
-45
-18% -$5.39K 0.01% 228
2020
Q4 		$31K Hold
254
– – 0.01% 211
2020
Q3 		$30K Sell
254
-184
-42% -$21.7K 0.01% 201
2020
Q2 		$51K Sell
438
-178
-29% -$20.7K 0.02% 190
2020
Q1 		$65K Hold
616
– – 0.03% 157
2019
Q4 		$79K Hold
616
– – 0.03% 152
2019
Q3 		$86K Sell
616
-35
-5% -$4.72K 0.04% 142
2019
Q2 		$86K Sell
651
-569
-47% -$74.8K 0.04% 144
2019
Q1 		$165K Buy
1,220
+618
+103% +$78.8K 0.09% 124
2018
Q4 		$66K Buy
+602
New +$72.3K 0.04% 207

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

Global Wealth Management Investment Advisory's IBM Position: Q2 2026 in Review

Global Wealth Management Investment Advisory increased its IBM (IBM) stake by 6.3% in Q2 2026, buying an estimated $308K and bringing the position to 20,638 shares worth $5.8M. The position accounts for 0.83% of the portfolio, ranked #39.

Global Wealth Management Investment Advisory first reported a position in IBM in Q4 2018 and has held it in 23 quarters since. 1,961 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Global Wealth Management Investment Advisory held 20,638 shares of IBM worth $5.8M as of Q2 2026.
  • Global Wealth Management Investment Advisory bought 1,224 IBM shares in Q2 2026, an estimated $308K.
  • IBM made up 0.83% of Global Wealth Management Investment Advisory's portfolio in Q2 2026, its #39 holding.
  • Global Wealth Management Investment Advisory first reported a position in IBM in Q4 2018 and has held it in 23 quarters since.
  • 1,961 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Global Wealth Management Investment Advisory's 13F filing for Q2 2026, filed 29 Jul 2026.