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Innova Wealth Partners’s IBM IBM Stock Holding History

Innova Wealth Partners’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 		$677K Buy
2,408
+8
+0.3% +$2.02K 0.28% 71
2026
Q1 		$582K Buy
2,400
+11
+0.5% +$2.98K 0.28% 64
2025
Q4 		$708K Buy
2,389
+239
+11% +$71.6K 0.36% 54
2025
Q3 		$607K Buy
+2,150
New +$563K 0.33% 56

Other funds holding IBM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Innova Wealth Partners's IBM Position: Q2 2026 in Review

Innova Wealth Partners increased its IBM (IBM) stake by 0.33% in Q2 2026, buying an estimated $2.02K and bringing the position to 2,408 shares worth $677K. The position accounts for 0.28% of the portfolio, ranked #71.

Innova Wealth Partners first reported a position in IBM in Q3 2025 and has held it in 4 quarters since. The position peaked at $708K in Q4 2025. 1,700 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Innova Wealth Partners held 2,408 shares of IBM worth $677K as of Q2 2026.
  • Innova Wealth Partners bought 8 IBM shares in Q2 2026, an estimated $2.02K.
  • IBM made up 0.28% of Innova Wealth Partners's portfolio in Q2 2026, its #71 holding.
  • Innova Wealth Partners first reported a position in IBM in Q3 2025 and has held it in 4 quarters since.
  • Innova Wealth Partners's IBM position peaked at $708K in Q4 2025.
  • 1,700 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Innova Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.