Greater Midwest Financial Group’s IBM IBM Stock Holding History

Greater Midwest Financial Group’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	$430K	Buy	1,528 +8	+0.5%	+$2.02K	0.21%	40
2026 Q1	$369K	Buy	1,520 +11	+0.7%	+$2.98K	0.2%	43
2025 Q4	$447K	Buy	1,509 +7	+0.5%	+$2.1K	0.25%	42
2025 Q3	$424K	Buy	1,502 +10	+0.7%	+$2.62K	0.27%	38
2025 Q2	$440K	Buy	1,492 +20	+1%	+$5.15K	0.34%	36
2025 Q1	$366K	Buy	1,472 +91	+7%	+$22.3K	0.26%	42
2024 Q4	$304K	Buy	1,381 +10	+0.7%	+$2.23K	0.19%	44
2024 Q3	$303K	Buy	1,371 +9	+0.7%	+$1.76K	0.18%	48
2024 Q2	$262K	Buy	1,362 +24	+2%	+$4.17K	0.17%	47
2024 Q1	$255K	Buy	1,338 +11	+0.8%	+$2.01K	0.16%	47
2023 Q4	$217K	Buy	+1,327	New	+$201K	0.15%	46

Other funds holding IBM

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

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 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

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

SMDAM

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return

FWIA

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

Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return

Greater Midwest Financial Group's IBM Position: Q2 2026 in Review

Greater Midwest Financial Group increased its IBM (IBM) stake by 0.53% in Q2 2026, buying an estimated $2.02K and bringing the position to 1,528 shares worth $430K. The position accounts for 0.21% of the portfolio, ranked #40.

Greater Midwest Financial Group first reported a position in IBM in Q4 2023 and has held it in 11 quarters since. The position peaked at $447K in Q4 2025. 1,245 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

Greater Midwest Financial Group held 1,528 shares of IBM worth $430K as of Q2 2026.
Greater Midwest Financial Group bought 8 IBM shares in Q2 2026, an estimated $2.02K.
IBM made up 0.21% of Greater Midwest Financial Group's portfolio in Q2 2026, its #40 holding.
Greater Midwest Financial Group first reported a position in IBM in Q4 2023 and has held it in 11 quarters since.
Greater Midwest Financial Group's IBM position peaked at $447K in Q4 2025.
1,245 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Greater Midwest Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.