Intergy Private Wealth’s IBM IBM Stock Holding History

Intergy Private Wealth’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	$988K	Buy	3,514 +50	+1%	+$12.6K	0.23%	57
2026 Q1	$840K	Sell	3,464 -728	-17%	-$197K	0.25%	54
2025 Q4	$1.24M	Sell	4,192 -23	-0.5%	-$6.89K	0.37%	41
2025 Q3	$1.19M	Sell	4,215 -25	-0.6%	-$6.54K	0.37%	40
2025 Q2	$1.25M	Sell	4,240 -506	-11%	-$130K	0.43%	34
2025 Q1	$1.18M	Buy	4,746 +61	+1%	+$14.9K	0.45%	33
2024 Q4	$1.03M	Buy	4,685 +248	+6%	+$55.2K	0.38%	40
2024 Q3	$981K	Sell	4,437 -181	-4%	-$35.5K	0.37%	43
2024 Q2	$799K	Buy	4,618 +16	+0.3%	+$2.78K	0.33%	47
2024 Q1	$879K	Buy	4,602 +16	+0.3%	+$2.92K	0.36%	45
2023 Q4	$750K	Sell	4,586 -2	-0%	-$302	0.32%	45
2023 Q3	$644K	Sell	4,588 -2	-0%	-$285	0.32%	44
2023 Q2	$614K	Buy	+4,590	New	+$592K	0.3%	46

Other funds holding IBM

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 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

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

EOJOAM

E. Ohman J:or Asset Management Stockholm, Sweden $4.3B AUM 29.55% 1-Year Est. Return

IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return

Intergy Private Wealth's IBM Position: Q2 2026 in Review

Intergy Private Wealth increased its IBM (IBM) stake by 1.4% in Q2 2026, buying an estimated $12.6K and bringing the position to 3,514 shares worth $988K. The position accounts for 0.23% of the portfolio, ranked #57.

Intergy Private Wealth first reported a position in IBM in Q2 2023 and has held it in 13 quarters since. The position peaked at $1.25M in Q2 2025. 877 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

Intergy Private Wealth held 3,514 shares of IBM worth $988K as of Q2 2026.
Intergy Private Wealth bought 50 IBM shares in Q2 2026, an estimated $12.6K.
IBM made up 0.23% of Intergy Private Wealth's portfolio in Q2 2026, its #57 holding.
Intergy Private Wealth first reported a position in IBM in Q2 2023 and has held it in 13 quarters since.
Intergy Private Wealth's IBM position peaked at $1.25M in Q2 2025.
877 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Intergy Private Wealth's 13F filing for Q2 2026, filed 17 Jul 2026.