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Gratus Wealth Advisors’s IBM IBM Stock Holding History

Gratus Wealth Advisors’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 		$1.88M Buy
6,688
+27
+0.4% +$6.8K 0.24% 36
2026
Q1 		$1.61M Buy
6,661
+568
+9% +$154K 0.23% 35
2025
Q4 		$1.8M Buy
6,093
+395
+7% +$118K 0.25% 34
2025
Q3 		$1.61M Buy
5,698
+102
+2% +$26.7K 0.23% 38
2025
Q2 		$1.65M Buy
5,596
+2
+0% +$515 0.25% 34
2025
Q1 		$1.39M Sell
5,594
-168
-3% -$41.1K 0.23% 39
2024
Q4 		$1.27M Buy
5,762
+2,423
+73% +$540K 0.2% 47
2024
Q3 		$758K Sell
3,339
-34
-1% -$6.67K 0.12% 77
2024
Q2 		$618K Buy
3,373
+37
+1% +$6.43K 0.11% 83
2024
Q1 		$605K Buy
3,336
+1
+0% +$182 0.11% 81
2023
Q4 		$545K Buy
+3,335
New +$504K 0.11% 81

Other funds holding IBM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Gratus Wealth Advisors's IBM Position: Q2 2026 in Review

Gratus Wealth Advisors increased its IBM (IBM) stake by 0.41% in Q2 2026, buying an estimated $6.8K and bringing the position to 6,688 shares worth $1.88M. The position accounts for 0.24% of the portfolio, ranked #36.

Gratus Wealth Advisors first reported a position in IBM in Q4 2023 and has held it in 11 quarters since. 1,700 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Gratus Wealth Advisors held 6,688 shares of IBM worth $1.88M as of Q2 2026.
  • Gratus Wealth Advisors bought 27 IBM shares in Q2 2026, an estimated $6.8K.
  • IBM made up 0.24% of Gratus Wealth Advisors's portfolio in Q2 2026, its #36 holding.
  • Gratus Wealth Advisors first reported a position in IBM in Q4 2023 and has held it in 11 quarters since.
  • 1,700 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Gratus Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.