Global Wealth Strategies & Associates’s IBM IBM Stock Holding History

Global Wealth Strategies & Associates’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	$518K	Buy	1,842 +15	+0.8%	+$3.78K	0.1%	53
2026 Q1	$443K	Buy	1,827 +100	+6%	+$27.1K	0.11%	49
2025 Q4	$512K	Buy	1,727 +40	+2%	+$12K	0.13%	38
2025 Q3	$476K	Buy	1,687 +442	+36%	+$116K	0.12%	45
2025 Q2	$367K	Sell	1,245 -10	-0.8%	-$2.58K	0.11%	42
2025 Q1	$312K	Buy	1,255 +10	+0.8%	+$2.45K	0.09%	43
2024 Q4	$274K	Buy	1,245 +113	+10%	+$25.2K	0.09%	42
2024 Q3	$250K	Hold	1,132	–	–	0.08%	40
2024 Q2	$196K	Buy	1,132 +72	+7%	+$12.5K	0.07%	40
2024 Q1	$202K	Hold	1,060	–	–	0.08%	44
2023 Q4	$173K	Buy	1,060 +10	+1%	+$1.51K	0.07%	43
2023 Q3	$147K	Hold	1,050	–	–	0.07%	47
2023 Q2	$141K	Hold	1,050	–	–	0.07%	47
2023 Q1	$138K	Hold	1,050	–	–	0.07%	44
2022 Q4	$148K	Buy	+1,050	New	+$145K	0.09%	42

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

Global Wealth Strategies & Associates's IBM Position: Q2 2026 in Review

Global Wealth Strategies & Associates increased its IBM (IBM) stake by 0.82% in Q2 2026, buying an estimated $3.78K and bringing the position to 1,842 shares worth $518K. The position accounts for 0.1% of the portfolio, ranked #53.

Global Wealth Strategies & Associates first reported a position in IBM in Q4 2022 and has held it in 15 quarters since. 1,919 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

Global Wealth Strategies & Associates held 1,842 shares of IBM worth $518K as of Q2 2026.
Global Wealth Strategies & Associates bought 15 IBM shares in Q2 2026, an estimated $3.78K.
IBM made up 0.1% of Global Wealth Strategies & Associates's portfolio in Q2 2026, its #53 holding.
Global Wealth Strategies & Associates first reported a position in IBM in Q4 2022 and has held it in 15 quarters since.
1,919 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Global Wealth Strategies & Associates's 13F filing for Q2 2026, filed 1 Jul 2026.