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Intrua Financial’s IBM IBM Stock Holding History

Intrua Financial’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 		$1.5M Buy
5,342
+326
+6% +$82.1K 0.14% 122
2026
Q1 		$1.22M Sell
5,016
-160
-3% -$43.3K 0.13% 127
2025
Q4 		$1.53M Buy
5,176
+1,429
+38% +$428K 0.16% 110
2025
Q3 		$1.06M Buy
3,747
+675
+22% +$177K 0.11% 144
2025
Q2 		$905K Sell
3,072
-16
-0.5% -$4.12K 0.12% 124
2025
Q1 		$768K Buy
3,088
+138
+5% +$33.8K 0.11% 135
2024
Q4 		$649K Sell
2,950
-368
-11% -$82K 0.1% 156
2024
Q3 		$733K Sell
3,318
-1,212
-27% -$238K 0.11% 153
2024
Q2 		$783K Sell
4,530
-107
-2% -$18.6K 0.12% 154
2024
Q1 		$886K Sell
4,637
-42
-0.9% -$7.66K 0.13% 151
2023
Q4 		$765K Buy
4,679
+759
+19% +$115K 0.11% 166
2023
Q3 		$550K Sell
3,920
-24
-0.6% -$3.42K 0.09% 181
2023
Q2 		$528K Buy
3,944
+1,050
+36% +$136K 0.09% 189
2023
Q1 		$356K Buy
2,894
+100
+4% +$13.4K 0.07% 227
2022
Q4 		$393K Sell
2,794
-555
-17% -$76.6K 0.09% 215
2022
Q3 		$398K Sell
3,349
-2,764
-45% -$363K 0.11% 191
2022
Q2 		$863K Buy
6,113
+241
+4% +$32.5K 0.18% 125
2022
Q1 		$763K Buy
5,872
+3,114
+113% +$406K 0.14% 159
2021
Q4 		$369K Sell
2,758
-392
-12% -$49.2K 0.06% 266
2021
Q3 		$377K Buy
+3,150
New +$421K 0.07% 257
2020
Q3 		– Sell
-1,864
Closed -$223K – 226
2020
Q2 		$223K Buy
+1,864
New +$216K 0.09% 216

Other funds holding IBM

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
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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Intrua Financial's IBM Position: Q2 2026 in Review

Intrua Financial increased its IBM (IBM) stake by 6.5% in Q2 2026, buying an estimated $82.1K and bringing the position to 5,342 shares worth $1.5M. The position accounts for 0.14% of the portfolio, ranked #122.

Intrua Financial first reported a position in IBM in Q2 2020 and has held it in 21 quarters since. The position peaked at $1.53M in Q4 2025. 1,584 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Intrua Financial held 5,342 shares of IBM worth $1.5M as of Q2 2026.
  • Intrua Financial bought 326 IBM shares in Q2 2026, an estimated $82.1K.
  • IBM made up 0.14% of Intrua Financial's portfolio in Q2 2026, its #122 holding.
  • Intrua Financial first reported a position in IBM in Q2 2020 and has held it in 21 quarters since.
  • Intrua Financial's IBM position peaked at $1.53M in Q4 2025.
  • 1,584 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Intrua Financial's 13F filing for Q2 2026, filed 24 Jul 2026.