HFS
IBM icon

Hughes Financial Services’s IBM IBM Stock Holding History

Hughes 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 		$169K Buy
602
+75
+14% +$18.9K 0.02% 95
2026
Q1 		$128K Sell
527
-1
-0.2% -$271 0.02% 107
2025
Q4 		$156K Buy
528
+245
+87% +$73.4K 0.02% 91
2025
Q3 		$87.5K Buy
283
+3
+1% +$785 0.01% 125
2025
Q2 		$70.6K Sell
280
-61
-18% -$15.7K 0.01% 131
2025
Q1 		$85.4K Buy
+341
New +$83.4K 0.02% 118

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
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
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
BHIA
Birch Hill Investment Advisors Boston, Massachusetts $2.47B AUM 20.95% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

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

Hughes Financial Services increased its IBM (IBM) stake by 14% in Q2 2026, buying an estimated $18.9K and bringing the position to 602 shares worth $169K. The position accounts for 0.02% of the portfolio, ranked #95.

Hughes Financial Services first reported a position in IBM in Q1 2025 and has held it in 6 quarters since. 1,025 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Hughes Financial Services held 602 shares of IBM worth $169K as of Q2 2026.
  • Hughes Financial Services bought 75 IBM shares in Q2 2026, an estimated $18.9K.
  • IBM made up 0.02% of Hughes Financial Services's portfolio in Q2 2026, its #95 holding.
  • Hughes Financial Services first reported a position in IBM in Q1 2025 and has held it in 6 quarters since.
  • 1,025 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Hughes Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.