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Graves Light Lenhart Wealth’s IBM IBM Stock Holding History

Graves Light Lenhart Wealth’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 		$844K Buy
3,003
+1
+0% +$252 0.08% 99
2026
Q1 		$728K Sell
3,002
-237
-7% -$64.1K 0.08% 99
2025
Q4 		$959K Sell
3,239
-67
-2% -$20.1K 0.1% 85
2025
Q3 		$933K Buy
3,306
+1
+0% +$262 0.1% 86
2025
Q2 		$974K Buy
3,305
+1
+0% +$258 0.12% 84
2025
Q1 		$822K Buy
3,304
+4
+0.1% +$978 0.1% 88
2024
Q4 		$725K Buy
3,300
+1
+0% +$223 0.09% 94
2024
Q3 		$729K Buy
3,299
+1
+0% +$196 0.09% 93
2024
Q2 		$577K Buy
3,298
+2
+0.1% +$348 0.07% 104
2024
Q1 		$629K Sell
3,296
-33
-1% -$6.02K 0.07% 98
2023
Q4 		$544K Buy
3,329
+1
+0% +$151 0.07% 105
2023
Q3 		$473K Buy
3,328
+2
+0.1% +$285 0.06% 107
2023
Q2 		$445K Buy
3,326
+1
+0% +$129 0.06% 115
2023
Q1 		$436K Buy
3,325
+2
+0.1% +$268 0.07% 109
2022
Q4 		$468K Sell
3,323
-326
-9% -$45K 0.07% 111
2022
Q3 		$434K Sell
3,649
-64
-2% -$8.4K 0.07% 111
2022
Q2 		$524K Sell
3,713
-93
-2% -$12.6K 0.08% 109
2022
Q1 		$495K Buy
3,806
+301
+9% +$39.3K 0.07% 114
2021
Q4 		$468K Sell
3,505
-159
-4% -$19.9K 0.07% 120
2021
Q3 		$487K Buy
3,664
+1
+0% +$134 0.08% 109
2021
Q2 		$513K Buy
3,663
+1
+0% +$137 0.08% 106
2021
Q1 		$466K Buy
3,662
+2
+0.1% +$239 0.08% 108
2020
Q4 		$440K Sell
3,660
-232
-6% -$26.8K 0.08% 103
2020
Q3 		$453K Buy
3,892
+2
+0.1% +$235 0.1% 93
2020
Q2 		$449K Buy
3,890
+1
+0% +$116 0.11% 94
2020
Q1 		$412K Sell
3,889
-243
-6% -$30.7K 0.11% 89
2019
Q4 		$529K Sell
4,132
-88
-2% -$11.4K 0.11% 97
2019
Q3 		$540K Sell
4,220
-702
-14% -$94.7K 0.12% 98
2019
Q2 		$649K Buy
4,922
+1,252
+34% +$164K 0.16% 81
2019
Q1 		$495K Sell
3,670
-10
-0.3% -$1.27K 0.13% 88
2018
Q4 		$400K Buy
+3,680
New +$442K 0.12% 93

Other funds holding IBM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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
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

Graves Light Lenhart Wealth's IBM Position: Q2 2026 in Review

Graves Light Lenhart Wealth increased its IBM (IBM) stake by 0.03% in Q2 2026, buying an estimated $252 and bringing the position to 3,003 shares worth $844K. The position accounts for 0.08% of the portfolio, ranked #99.

Graves Light Lenhart Wealth first reported a position in IBM in Q4 2018 and has held it in 31 quarters since. The position peaked at $974K in Q2 2025. 1,822 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Graves Light Lenhart Wealth held 3,003 shares of IBM worth $844K as of Q2 2026.
  • Graves Light Lenhart Wealth bought 1 IBM share in Q2 2026, an estimated $252.
  • IBM made up 0.08% of Graves Light Lenhart Wealth's portfolio in Q2 2026, its #99 holding.
  • Graves Light Lenhart Wealth first reported a position in IBM in Q4 2018 and has held it in 31 quarters since.
  • Graves Light Lenhart Wealth's IBM position peaked at $974K in Q2 2025.
  • 1,822 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Graves Light Lenhart Wealth's 13F filing for Q2 2026, filed 7 Jul 2026.