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Highline Wealth Partners’s IBM IBM Stock Holding History

Highline Wealth Partners’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 		$154K Buy
549
+457
+497% +$115K 0.03% 130
2026
Q1 		$22.3K Sell
92
-50
-35% -$13.5K 0.01% 279
2025
Q4 		$42.1K Buy
142
+3
+2% +$898 0.01% 149
2025
Q3 		$39.2K Buy
139
+28
+25% +$7.33K 0.01% 175
2025
Q2 		$32.7K Buy
111
+51
+85% +$13.1K 0.01% 167
2025
Q1 		$14.9K Buy
60
+29
+94% +$7.09K 0.01% 241
2024
Q4 		$6.82K Buy
31
+5
+19% +$1.11K ﹤0.01% 293
2024
Q3 		$5.75K Buy
26
+22
+550% +$4.31K ﹤0.01% 321
2024
Q2 		$692 Buy
+4
New +$695 ﹤0.01% 472
2023
Q4 		– Sell
-60
Closed -$8.42K – 422
2023
Q3 		$8.42K Buy
+60
New +$8.54K 0.01% 196

Other funds holding IBM

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
EOJOAM
E. Ohman J:or Asset Management Stockholm, Sweden $4.3B AUM 29.55% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM

Highline Wealth Partners's IBM Position: Q2 2026 in Review

Highline Wealth Partners increased its IBM (IBM) stake by 497% in Q2 2026, buying an estimated $115K and bringing the position to 549 shares worth $154K. The position accounts for 0.03% of the portfolio, ranked #130.

Highline Wealth Partners first reported a position in IBM in Q3 2023 and has held it in 10 quarters since. 779 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Highline Wealth Partners held 549 shares of IBM worth $154K as of Q2 2026.
  • Highline Wealth Partners bought 457 IBM shares in Q2 2026, an estimated $115K.
  • IBM made up 0.03% of Highline Wealth Partners's portfolio in Q2 2026, its #130 holding.
  • Highline Wealth Partners first reported a position in IBM in Q3 2023 and has held it in 10 quarters since.
  • 779 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Highline Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.