JF
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Joule Financial’s IBM IBM Stock Holding History

Joule 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 		$710K Sell
2,524
-43
-2% -$10.8K 0.19% 50
2026
Q1 		$622K Sell
2,567
-2,348
-48% -$635K 0.18% 55
2025
Q4 		$1.46M Sell
4,915
-132
-3% -$39.5K 0.44% 29
2025
Q3 		$1.42M Sell
5,047
-2,222
-31% -$582K 0.43% 30
2025
Q2 		$2.14M Sell
7,269
-245
-3% -$63.1K 0.7% 23
2025
Q1 		$1.87M Sell
7,514
-55
-0.7% -$13.5K 0.66% 25
2024
Q4 		$1.66M Buy
7,569
+2,160
+40% +$481K 0.59% 26
2024
Q3 		$1.2M Sell
5,409
-4,058
-43% -$796K 0.44% 29
2024
Q2 		$1.64M Buy
9,467
+250
+3% +$43.4K 0.67% 23
2024
Q1 		$1.76M Buy
9,217
+791
+9% +$144K 0.72% 18
2023
Q4 		$1.38M Sell
8,426
-799
-9% -$121K 0.64% 21
2023
Q3 		$1.29M Buy
9,225
+5,501
+148% +$783K 0.66% 18
2023
Q2 		$498K Sell
3,724
-1,236
-25% -$160K 0.26% 49
2023
Q1 		$650K Buy
4,960
+3,472
+233% +$464K 0.35% 37
2022
Q4 		$210K Buy
+1,488
New +$205K 0.14% 91

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

Joule Financial's IBM Position: Q2 2026 in Review

Joule Financial reduced its IBM (IBM) stake by 1.7% in Q2 2026, selling an estimated $10.8K and leaving 2,524 shares worth $710K. The position accounts for 0.19% of the portfolio, ranked #50.

Joule Financial first reported a position in IBM in Q4 2022 and has held it in 15 quarters since. The position peaked at $2.14M in Q2 2025. 1,242 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Joule Financial held 2,524 shares of IBM worth $710K as of Q2 2026.
  • Joule Financial sold 43 IBM shares in Q2 2026, an estimated $10.8K.
  • IBM made up 0.19% of Joule Financial's portfolio in Q2 2026, its #50 holding.
  • Joule Financial first reported a position in IBM in Q4 2022 and has held it in 15 quarters since.
  • Joule Financial's IBM position peaked at $2.14M in Q2 2025.
  • 1,242 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Joule Financial's 13F filing for Q2 2026, filed 15 Jul 2026.