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Independent Solutions Wealth Management’s IBM IBM Stock Holding History

Independent Solutions 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 		$2.84M Buy
10,099
+265
+3% +$66.8K 0.37% 81
2026
Q1 		$2.38M Sell
9,834
-76
-0.8% -$20.6K 0.35% 81
2025
Q4 		$2.94M Sell
9,910
-96
-1% -$28.8K 0.54% 62
2025
Q3 		$2.82M Sell
10,006
-836
-8% -$219K 0.5% 67
2025
Q2 		$3.18M Buy
10,842
+468
+5% +$121K 0.62% 52
2025
Q1 		$2.57M Buy
10,374
+835
+9% +$204K 0.57% 56
2024
Q4 		$2.1M Sell
9,539
-24
-0.3% -$5.34K 0.46% 70
2024
Q3 		$2.11M Sell
9,563
-3
-0% -$588 0.48% 61
2024
Q2 		$1.65M Sell
9,566
-1,131
-11% -$197K 0.38% 80
2024
Q1 		$2.04M Sell
10,697
-336
-3% -$61.3K 0.48% 62
2023
Q4 		$1.8M Sell
11,033
-2,247
-17% -$340K 0.46% 65
2023
Q3 		$1.86M Sell
13,280
-135
-1% -$19.2K 0.48% 53
2023
Q2 		$1.8M Buy
13,415
+756
+6% +$97.6K 0.45% 54
2023
Q1 		$1.66M Sell
12,659
-641
-5% -$85.8K 0.49% 53
2022
Q4 		$1.87M Sell
13,300
-4,832
-27% -$667K 0.57% 45
2022
Q3 		$2.15M Buy
18,132
+1,055
+6% +$138K 0.71% 38
2022
Q2 		$2.41M Buy
17,077
+4,426
+35% +$597K 0.75% 32
2022
Q1 		$1.64M Buy
12,651
+1,634
+15% +$213K 0.39% 65
2021
Q4 		$1.47M Buy
11,017
+704
+7% +$88.3K 0.35% 79
2021
Q3 		$1.37M Buy
10,313
+1,609
+18% +$215K 0.34% 74
2021
Q2 		$1.22M Buy
8,704
+5,843
+204% +$799K 0.3% 84
2021
Q1 		$364K Buy
2,861
+344
+14% +$41.2K 0.1% 139
2020
Q4 		$303K Buy
2,517
+385
+18% +$44.5K 0.09% 146
2020
Q3 		$248K Buy
2,132
+95
+5% +$11.2K 0.09% 144
2020
Q2 		$235K Sell
2,037
-215
-10% -$25K 0.1% 140
2020
Q1 		$239K Buy
2,252
+344
+18% +$43.5K 0.13% 110
2019
Q4 		$244K Buy
+1,908
New +$248K 0.11% 143

Other funds holding IBM

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
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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

Independent Solutions Wealth Management's IBM Position: Q2 2026 in Review

Independent Solutions Wealth Management increased its IBM (IBM) stake by 2.7% in Q2 2026, buying an estimated $66.8K and bringing the position to 10,099 shares worth $2.84M. The position accounts for 0.37% of the portfolio, ranked #81.

Independent Solutions Wealth Management first reported a position in IBM in Q4 2019 and has held it in 27 quarters since. The position peaked at $3.18M in Q2 2025. 1,915 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Independent Solutions Wealth Management held 10,099 shares of IBM worth $2.84M as of Q2 2026.
  • Independent Solutions Wealth Management bought 265 IBM shares in Q2 2026, an estimated $66.8K.
  • IBM made up 0.37% of Independent Solutions Wealth Management's portfolio in Q2 2026, its #81 holding.
  • Independent Solutions Wealth Management first reported a position in IBM in Q4 2019 and has held it in 27 quarters since.
  • Independent Solutions Wealth Management's IBM position peaked at $3.18M in Q2 2025.
  • 1,915 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Independent Solutions Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.