Hager Investment Management Services’s IBM IBM Stock Holding History

Hager Investment Management Services’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	$65K	Sell	231 -19	-8%	-$4.79K	0.03%	136
2026 Q1	$60.6K	Sell	250 -24	-9%	-$6.49K	0.03%	136
2025 Q4	$81.2K	Sell	274 -11	-4%	-$3.29K	0.04%	123
2025 Q3	$80.4K	Sell	285 -206	-42%	-$53.9K	0.04%	127
2025 Q2	$145K	Buy	491 +151	+44%	+$38.9K	0.09%	101
2025 Q1	$84.5K	Buy	340 +10	+3%	+$2.45K	0.06%	114
2024 Q4	$72.5K	Buy	+330	New	+$73.5K	0.05%	125

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

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

FWIA

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

BHIA

Birch Hill Investment Advisors Boston, Massachusetts $2.47B AUM 20.95% 1-Year Est. Return

CNB

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

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Hager Investment Management Services's IBM Position: Q2 2026 in Review

Hager Investment Management Services reduced its IBM (IBM) stake by 7.6% in Q2 2026, selling an estimated $4.79K and leaving 231 shares worth $65K. The position accounts for 0.03% of the portfolio, ranked #136.

Hager Investment Management Services first reported a position in IBM in Q4 2024 and has held it in 7 quarters since. The position peaked at $145K in Q2 2025. 1,028 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

Hager Investment Management Services held 231 shares of IBM worth $65K as of Q2 2026.
Hager Investment Management Services sold 19 IBM shares in Q2 2026, an estimated $4.79K.
IBM made up 0.03% of Hager Investment Management Services's portfolio in Q2 2026, its #136 holding.
Hager Investment Management Services first reported a position in IBM in Q4 2024 and has held it in 7 quarters since.
Hager Investment Management Services's IBM position peaked at $145K in Q2 2025.
1,028 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Hager Investment Management Services's 13F filing for Q2 2026, filed 20 Jul 2026.