Howard Wealth Management’s IBM IBM Stock Holding History

Howard 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	$285K	Buy	+1,014	New	+$255K	0.11%	119
2026 Q1	–	Sell	-812	Closed	-$241K	–	144
2025 Q4	$241K	Buy	812 +1	+0.1%	+$299	0.11%	120
2025 Q3	$229K	Hold	811	–	–	0.11%	116
2025 Q2	$239K	Buy	811 +1	+0.1%	+$258	0.12%	110
2025 Q1	$201K	Buy	+810	New	+$198K	0.11%	115
2020 Q1	–	Sell	-1,076	Closed	-$137K	–	278
2019 Q4	$137K	Buy	+1,076	New	+$140K	0.11%	120

Other funds holding IBM

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Howard Wealth Management's IBM Position: Q2 2026 in Review

Howard Wealth Management opened a new position in IBM (IBM) in Q2 2026: 1,014 shares worth $285K. The stake represents 0.11% of the portfolio and ranks #119 among its holdings. This is a return to the name: Howard Wealth Management previously reported a position in IBM as recently as Q4 2025.

Howard Wealth Management first reported a position in IBM in Q4 2019 and has held it in 6 quarters since. 1,700 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

Howard Wealth Management held 1,014 shares of IBM worth $285K as of Q2 2026.
IBM was a new Howard Wealth Management position in Q2 2026.
IBM made up 0.11% of Howard Wealth Management's portfolio in Q2 2026, its #119 holding.
Howard Wealth Management first reported a position in IBM in Q4 2019 and has held it in 6 quarters since.
1,700 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Howard Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.