Johnson & White Wealth Management’s IBM IBM Stock Holding History

Johnson & White 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	$1.06M	Sell	3,785 -25	-0.7%	-$6.3K	0.4%	55
2026 Q1	$923K	Sell	3,810 -53	-1%	-$14.3K	0.39%	55
2025 Q4	$1.14M	Sell	3,863 -3	-0.1%	-$898	0.5%	43
2025 Q3	$1.09M	Sell	3,866 -171	-4%	-$44.8K	0.5%	45
2025 Q2	$1.19M	Sell	4,037 -222	-5%	-$57.2K	0.6%	38
2025 Q1	$1.06M	Sell	4,259 -75	-2%	-$18.3K	0.59%	39
2024 Q4	$953K	Buy	+4,334	New	+$965K	0.58%	41
2024 Q2	–	Sell	-3,670	Closed	-$701K	–	63
2024 Q1	$701K	Buy	3,670 +847	+30%	+$155K	0.51%	50
2023 Q4	$462K	Buy	+2,823	New	+$427K	0.38%	56

Other funds holding IBM

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

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

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Johnson & White Wealth Management's IBM Position: Q2 2026 in Review

Johnson & White Wealth Management reduced its IBM (IBM) stake by 0.66% in Q2 2026, selling an estimated $6.3K and leaving 3,785 shares worth $1.06M. The position accounts for 0.4% of the portfolio, ranked #55.

Johnson & White Wealth Management first reported a position in IBM in Q4 2023 and has held it in 9 quarters since. The position peaked at $1.19M in Q2 2025. 1,810 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

Johnson & White Wealth Management held 3,785 shares of IBM worth $1.06M as of Q2 2026.
Johnson & White Wealth Management sold 25 IBM shares in Q2 2026, an estimated $6.3K.
IBM made up 0.4% of Johnson & White Wealth Management's portfolio in Q2 2026, its #55 holding.
Johnson & White Wealth Management first reported a position in IBM in Q4 2023 and has held it in 9 quarters since.
Johnson & White Wealth Management's IBM position peaked at $1.19M in Q2 2025.
1,810 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Johnson & White Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.