Grant Private Wealth Management’s IBM IBM Stock Holding History

Grant Private 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	$952K	Buy	3,385 +439	+15%	+$111K	0.4%	51
2026 Q1	$714K	Buy	2,946 +396	+16%	+$107K	0.38%	59
2025 Q4	$755K	Buy	2,550 +253	+11%	+$75.8K	0.46%	45
2025 Q3	$648K	Sell	2,297 -1,742	-43%	-$456K	0.4%	56
2025 Q2	$1.19M	Buy	4,039 +1,865	+86%	+$480K	0.68%	32
2025 Q1	$541K	Sell	2,174 -6	-0.3%	-$1.47K	0.58%	49
2024 Q4	$479K	Buy	+2,180	New	+$486K	0.52%	51

Other funds holding IBM

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

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

EOJOAM

E. Ohman J:or Asset Management Stockholm, Sweden $4.3B AUM 29.55% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

HCM

Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return

PensionDanmark Copenhagen O, Denmark $12B AUM

Grant Private Wealth Management's IBM Position: Q2 2026 in Review

Grant Private Wealth Management increased its IBM (IBM) stake by 15% in Q2 2026, buying an estimated $111K and bringing the position to 3,385 shares worth $952K. The position accounts for 0.4% of the portfolio, ranked #51.

Grant Private Wealth Management first reported a position in IBM in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.19M in Q2 2025. 682 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

Grant Private Wealth Management held 3,385 shares of IBM worth $952K as of Q2 2026.
Grant Private Wealth Management bought 439 IBM shares in Q2 2026, an estimated $111K.
IBM made up 0.4% of Grant Private Wealth Management's portfolio in Q2 2026, its #51 holding.
Grant Private Wealth Management first reported a position in IBM in Q4 2024 and has held it in 7 quarters since.
Grant Private Wealth Management's IBM position peaked at $1.19M in Q2 2025.
682 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Grant Private Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.