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Horst & Graben Wealth Management’s IBM IBM Stock Holding History

Horst & Graben 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 		$242K Buy
+847
New +$213K 0.03% 187
2026
Q1 		– Sell
-854
Closed -$253K – 198
2025
Q4 		$253K Buy
854
+4
+0.5% +$1.2K 0.04% 156
2025
Q3 		$240K Buy
850
+35
+4% +$9.16K 0.04% 164
2025
Q2 		$240K Buy
+815
New +$210K 0.04% 151

Other funds holding IBM

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Universal-Beteiligungs- und Servicegesellschaft
Universal-Beteiligungs- und Servicegesellschaft Frankfurt Am Main, Germany $65.4B AUM 39.83% 1-Year Est. Return

Horst & Graben Wealth Management's IBM Position: Q2 2026 in Review

Horst & Graben Wealth Management opened a new position in IBM (IBM) in Q2 2026: 847 shares worth $242K. The stake represents 0.03% of the portfolio and ranks #187 among its holdings. This is a return to the name: Horst & Graben Wealth Management previously reported a position in IBM as recently as Q4 2025.

Horst & Graben Wealth Management first reported a position in IBM in Q2 2025 and has held it in 4 quarters since. The position peaked at $253K in Q4 2025. 2,259 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Horst & Graben Wealth Management held 847 shares of IBM worth $242K as of Q2 2026.
  • IBM was a new Horst & Graben Wealth Management position in Q2 2026.
  • IBM made up 0.03% of Horst & Graben Wealth Management's portfolio in Q2 2026, its #187 holding.
  • Horst & Graben Wealth Management first reported a position in IBM in Q2 2025 and has held it in 4 quarters since.
  • Horst & Graben Wealth Management's IBM position peaked at $253K in Q4 2025.
  • 2,259 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Horst & Graben Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.