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Greenup Street Wealth Management’s IBM IBM Stock Holding History

Greenup Street 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 		$306K Buy
1,089
+105
+11% +$26.5K 0.04% 120
2026
Q1 		$239K Buy
984
+21
+2% +$5.68K 0.03% 121
2025
Q4 		$285K Buy
963
+13
+1% +$3.89K 0.04% 106
2025
Q3 		$268K Buy
+950
New +$249K 0.04% 121

Other funds holding IBM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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

Greenup Street Wealth Management's IBM Position: Q2 2026 in Review

Greenup Street Wealth Management increased its IBM (IBM) stake by 11% in Q2 2026, buying an estimated $26.5K and bringing the position to 1,089 shares worth $306K. The position accounts for 0.04% of the portfolio, ranked #120.

Greenup Street Wealth Management first reported a position in IBM in Q3 2025 and has held it in 4 quarters since. 2,073 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Greenup Street Wealth Management held 1,089 shares of IBM worth $306K as of Q2 2026.
  • Greenup Street Wealth Management bought 105 IBM shares in Q2 2026, an estimated $26.5K.
  • IBM made up 0.04% of Greenup Street Wealth Management's portfolio in Q2 2026, its #120 holding.
  • Greenup Street Wealth Management first reported a position in IBM in Q3 2025 and has held it in 4 quarters since.
  • 2,073 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Greenup Street Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.