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Iams Wealth Management’s IBM IBM Stock Holding History

Iams 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 		$791K Buy
2,811
+297
+12% +$74.8K 0.24% 116
2026
Q1 		$610K Buy
2,514
+1,404
+126% +$380K 0.21% 121
2025
Q4 		$329K Buy
1,110
+240
+28% +$71.9K 0.12% 160
2025
Q3 		$246K Buy
+870
New +$228K 0.1% 163

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

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

Iams Wealth Management increased its IBM (IBM) stake by 12% in Q2 2026, buying an estimated $74.8K and bringing the position to 2,811 shares worth $791K. The position accounts for 0.24% of the portfolio, ranked #116.

Iams Wealth Management first reported a position in IBM in Q3 2025 and has held it in 4 quarters since. 1,810 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Iams Wealth Management held 2,811 shares of IBM worth $791K as of Q2 2026.
  • Iams Wealth Management bought 297 IBM shares in Q2 2026, an estimated $74.8K.
  • IBM made up 0.24% of Iams Wealth Management's portfolio in Q2 2026, its #116 holding.
  • Iams Wealth Management first reported a position in IBM in Q3 2025 and has held it in 4 quarters since.
  • 1,810 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Iams Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.