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HB Wealth Management’s IBM IBM Stock Holding History

HB 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 		$28.3M Buy
100,600
+6,594
+7% +$1.66M 0.16% 81
2026
Q1 		$22.8M Buy
94,006
+7,304
+8% +$1.98M 0.15% 83
2025
Q4 		$25.7M Buy
86,702
+4,109
+5% +$1.23M 0.17% 74
2025
Q3 		$23.3M Buy
82,593
+10,823
+15% +$2.83M 0.16% 78
2025
Q2 		$21.2M Sell
71,770
-5,553
-7% -$1.43M 0.17% 74
2025
Q1 		$19.2M Buy
77,323
+7,450
+11% +$1.82M 0.16% 78
2024
Q4 		$15.4M Buy
69,873
+1,719
+3% +$383K 0.16% 69
2024
Q3 		$15.1M Sell
68,154
-1,151
-2% -$226K 0.16% 72
2024
Q2 		$12M Buy
69,305
+2,554
+4% +$444K 0.14% 75
2024
Q1 		$12.7M Buy
66,751
+1,664
+3% +$304K 0.16% 70
2023
Q4 		$10.6M Sell
65,087
-4,135
-6% -$625K 0.15% 73
2023
Q3 		$9.71M Buy
69,222
+8,163
+13% +$1.16M 0.16% 73
2023
Q2 		$8.17M Buy
61,059
+2,146
+4% +$277K 0.13% 83
2023
Q1 		$7.72M Buy
58,913
+598
+1% +$80K 0.13% 82
2022
Q4 		$8.22M Buy
58,315
+4,097
+8% +$565K 0.15% 75
2022
Q3 		$6.44M Buy
54,218
+5,904
+12% +$775K 0.14% 76
2022
Q2 		$6.82M Buy
48,314
+2,877
+6% +$388K 0.14% 76
2022
Q1 		$5.91M Buy
45,437
+12,744
+39% +$1.66M 0.11% 93
2021
Q4 		$4.37M Buy
+32,693
New +$4.1M 0.09% 94

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

HB Wealth Management's IBM Position: Q2 2026 in Review

HB Wealth Management increased its IBM (IBM) stake by 7% in Q2 2026, buying an estimated $1.66M and bringing the position to 100,600 shares worth $28.3M. The position accounts for 0.16% of the portfolio, ranked #81.

HB Wealth Management first reported a position in IBM in Q4 2021 and has held it in 19 quarters since. 1,748 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • HB Wealth Management held 100,600 shares of IBM worth $28.3M as of Q2 2026.
  • HB Wealth Management bought 6,594 IBM shares in Q2 2026, an estimated $1.66M.
  • IBM made up 0.16% of HB Wealth Management's portfolio in Q2 2026, its #81 holding.
  • HB Wealth Management first reported a position in IBM in Q4 2021 and has held it in 19 quarters since.
  • 1,748 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.