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Holos Integrated Wealth’s IBM IBM Stock Holding History

Holos Integrated Wealth’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 		$278K Hold
907
– – 0.13% 67
2026
Q1 		$222K Sell
907
-330
-27% -$89.3K 0.11% 74
2025
Q4 		$361K Buy
1,237
+94
+8% +$28.2K 0.2% 50
2025
Q3 		$318K Sell
1,143
-56
-5% -$14.7K 0.19% 48
2025
Q2 		$290K Sell
1,199
-94
-7% -$24.2K 0.17% 49
2025
Q1 		$321K Hold
1,293
– – 0.21% 47
2024
Q4 		$284K Buy
+1,293
New +$288K 0.19% 44

Other funds holding IBM

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 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
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
Robeco Institutional Asset Management
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
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
WG
Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return

Holos Integrated Wealth's IBM Position: Q2 2026 in Review

Holos Integrated Wealth held its IBM (IBM) position steady in Q2 2026 at 907 shares worth $278K. The position accounts for 0.13% of the portfolio, ranked #67.

Holos Integrated Wealth first reported a position in IBM in Q4 2024 and has held it in 7 quarters since. The position peaked at $361K in Q4 2025. 1,245 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Holos Integrated Wealth held 907 shares of IBM worth $278K as of Q2 2026.
  • Holos Integrated Wealth left its IBM share count unchanged in Q2 2026.
  • IBM made up 0.13% of Holos Integrated Wealth's portfolio in Q2 2026, its #67 holding.
  • Holos Integrated Wealth first reported a position in IBM in Q4 2024 and has held it in 7 quarters since.
  • Holos Integrated Wealth's IBM position peaked at $361K in Q4 2025.
  • 1,245 funds tracked by Wall St. Rank held IBM as of Q2 2026.

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