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Integris Wealth Management’s IBM IBM Stock Holding History

Integris 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 		$522K Buy
1,855
+25
+1% +$6.3K 0.11% 66
2026
Q1 		$444K Hold
1,830
– – 0.1% 66
2025
Q4 		$542K Sell
1,830
-109
-6% -$32.6K 0.12% 61
2025
Q3 		$547K Buy
1,939
+317
+20% +$83K 0.13% 61
2025
Q2 		$478K Hold
1,622
– – 0.12% 63
2025
Q1 		$403K Sell
1,622
-20
-1% -$4.89K 0.12% 63
2024
Q4 		$361K Sell
1,642
-97
-6% -$21.6K 0.1% 69
2024
Q3 		$384K Buy
1,739
+200
+13% +$39.2K 0.11% 65
2024
Q2 		$266K Buy
1,539
+4
+0.3% +$695 0.08% 79
2024
Q1 		$293K Sell
1,535
-132
-8% -$24.1K 0.08% 73
2023
Q4 		$273K Buy
+1,667
New +$252K 0.08% 79

Other funds holding IBM

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 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
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
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
WG
Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return

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

Integris Wealth Management increased its IBM (IBM) stake by 1.4% in Q2 2026, buying an estimated $6.3K and bringing the position to 1,855 shares worth $522K. The position accounts for 0.11% of the portfolio, ranked #66.

Integris Wealth Management first reported a position in IBM in Q4 2023 and has held it in 11 quarters since. The position peaked at $547K in Q3 2025. 1,245 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Integris Wealth Management held 1,855 shares of IBM worth $522K as of Q2 2026.
  • Integris Wealth Management bought 25 IBM shares in Q2 2026, an estimated $6.3K.
  • IBM made up 0.11% of Integris Wealth Management's portfolio in Q2 2026, its #66 holding.
  • Integris Wealth Management first reported a position in IBM in Q4 2023 and has held it in 11 quarters since.
  • Integris Wealth Management's IBM position peaked at $547K in Q3 2025.
  • 1,245 funds tracked by Wall St. Rank held IBM as of Q2 2026.

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