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Hopwood Financial Services’s IBM IBM Stock Holding History

Hopwood Financial 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 		$332K Sell
1,182
-10
-0.8% -$2.52K 0.19% 59
2026
Q1 		$289K Sell
1,192
-338
-22% -$91.5K 0.19% 63
2025
Q4 		$453K Buy
1,530
+253
+20% +$75.8K 0.32% 43
2025
Q3 		$360K Hold
1,277
– – 0.24% 57
2025
Q2 		$376K Hold
1,277
– – 0.29% 45
2025
Q1 		$318K Hold
1,277
– – 0.25% 57
2024
Q4 		$281K Buy
+1,277
New +$284K 0.21% 64

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

Hopwood Financial Services's IBM Position: Q2 2026 in Review

Hopwood Financial Services reduced its IBM (IBM) stake by 0.84% in Q2 2026, selling an estimated $2.52K and leaving 1,182 shares worth $332K. The position accounts for 0.19% of the portfolio, ranked #59.

Hopwood Financial Services first reported a position in IBM in Q4 2024 and has held it in 7 quarters since. The position peaked at $453K in Q4 2025. 1,808 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Hopwood Financial Services held 1,182 shares of IBM worth $332K as of Q2 2026.
  • Hopwood Financial Services sold 10 IBM shares in Q2 2026, an estimated $2.52K.
  • IBM made up 0.19% of Hopwood Financial Services's portfolio in Q2 2026, its #59 holding.
  • Hopwood Financial Services first reported a position in IBM in Q4 2024 and has held it in 7 quarters since.
  • Hopwood Financial Services's IBM position peaked at $453K in Q4 2025.
  • 1,808 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Hopwood Financial Services's 13F filing for Q2 2026, filed 22 Jul 2026.