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Helen Stephens Group’s IBM IBM Stock Holding History

Helen Stephens 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 		$279K Buy
990
+107
+12% +$27K 0.05% 116
2026
Q1 		$214K Buy
883
+69
+8% +$18.7K 0.04% 120
2025
Q4 		$241K Sell
814
-7
-0.9% -$2.1K 0.05% 106
2025
Q3 		$232K Buy
821
+1
+0.1% +$262 0.05% 103
2025
Q2 		$242K Buy
+820
New +$211K 0.06% 81

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

Helen Stephens Group's IBM Position: Q2 2026 in Review

Helen Stephens Group increased its IBM (IBM) stake by 12% in Q2 2026, buying an estimated $27K and bringing the position to 990 shares worth $279K. The position accounts for 0.05% of the portfolio, ranked #116.

Helen Stephens Group first reported a position in IBM in Q2 2025 and has held it in 5 quarters since. 1,810 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Helen Stephens Group held 990 shares of IBM worth $279K as of Q2 2026.
  • Helen Stephens Group bought 107 IBM shares in Q2 2026, an estimated $27K.
  • IBM made up 0.05% of Helen Stephens Group's portfolio in Q2 2026, its #116 holding.
  • Helen Stephens Group first reported a position in IBM in Q2 2025 and has held it in 5 quarters since.
  • 1,810 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Helen Stephens Group's 13F filing for Q2 2026, filed 31 Jul 2026.