Kestra Investment Management’s IBM IBM Stock Holding History

Kestra Investment 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	$218K	Sell	776 -260	-25%	-$65.5K	﹤0.01%	500
2026 Q1	$251K	Buy	+1,036	New	+$280K	﹤0.01%	398
2025 Q4	–	Sell	-1,963	Closed	-$554K	–	449
2025 Q3	$554K	Sell	1,963 -5,069	-72%	-$1.33M	0.01%	263
2025 Q2	$1.9M	Buy	7,032 +3,314	+89%	+$854K	0.03%	194
2025 Q1	$925K	Buy	3,718 +421	+13%	+$103K	0.03%	181
2024 Q4	$725K	Buy	3,297 +256	+8%	+$57K	0.03%	181
2024 Q3	$672K	Buy	+3,041	New	+$596K	0.03%	164

Other funds holding IBM

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

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

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

DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return

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

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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

Kestra Investment Management's IBM Position: Q2 2026 in Review

Kestra Investment Management reduced its IBM (IBM) stake by 25% in Q2 2026, selling an estimated $65.5K and leaving 776 shares worth $218K. The position accounts for ﹤0.01% of the portfolio, ranked #500.

Kestra Investment Management first reported a position in IBM in Q3 2024 and has held it in 7 quarters since. The position peaked at $1.9M in Q2 2025. 2,128 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

Kestra Investment Management held 776 shares of IBM worth $218K as of Q2 2026.
Kestra Investment Management sold 260 IBM shares in Q2 2026, an estimated $65.5K.
IBM made up ﹤0.01% of Kestra Investment Management's portfolio in Q2 2026, its #500 holding.
Kestra Investment Management first reported a position in IBM in Q3 2024 and has held it in 7 quarters since.
Kestra Investment Management's IBM position peaked at $1.9M in Q2 2025.
2,128 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Kestra Investment Management's 13F filing for Q2 2026, filed 5 Aug 2026.