Keudell/Morrison Wealth Management’s IBM IBM Stock Holding History

Keudell/Morrison 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	$1.43M	Buy	5,088 +526	+12%	+$133K	0.27%	58
2026 Q1	$1.11M	Buy	4,562 +19	+0.4%	+$5.14K	0.23%	67
2025 Q4	$1.35M	Buy	+4,543	New	+$1.36M	0.28%	59
2025 Q2	$1.46M	Sell	4,949 -245	-5%	-$63.1K	0.32%	55
2025 Q1	$1.29M	Sell	5,194 -27	-0.5%	-$6.6K	0.3%	57
2024 Q4	$1.15M	Buy	5,221 +3	+0.1%	+$668	0.3%	59
2024 Q3	$1.15M	Buy	5,218 +27	+0.5%	+$5.29K	0.31%	59
2024 Q2	$898K	Buy	5,191 +10	+0.2%	+$1.74K	0.26%	66
2024 Q1	$989K	Sell	5,181 -100	-2%	-$18.2K	0.3%	65
2023 Q4	$864K	Sell	5,281 -99	-2%	-$15K	0.29%	68
2023 Q3	$755K	Sell	5,380 -800	-13%	-$114K	0.23%	73
2023 Q2	$827K	Sell	6,180 -147	-2%	-$19K	0.24%	69
2023 Q1	$829K	Sell	6,327 -4	-0.1%	-$535	0.24%	67
2022 Q4	$892K	Sell	6,331 -7	-0.1%	-$966	0.29%	63
2022 Q3	$753K	Buy	6,338 +51	+0.8%	+$6.69K	0.28%	70
2022 Q2	$888K	Sell	6,287 -455	-7%	-$61.4K	0.32%	64
2022 Q1	$877K	Buy	6,742 +1,461	+28%	+$191K	0.37%	66
2021 Q4	$706K	Sell	5,281 -1,259	-19%	-$158K	0.28%	76
2021 Q3	$869K	Sell	6,540 -679	-9%	-$90.8K	0.37%	64
2021 Q2	$1.01M	Buy	7,219 +89	+1%	+$12.2K	0.55%	56
2021 Q1	$908K	Sell	7,130 -204	-3%	-$24.4K	0.53%	58
2020 Q4	$883K	Sell	7,334 -119	-2%	-$13.8K	0.56%	58
2020 Q3	$867K	Buy	7,453 +238	+3%	+$28K	0.56%	51
2020 Q2	$833K	Buy	7,215 +2,750	+62%	+$319K	0.69%	51
2020 Q1	$474K	Sell	4,465 -24	-0.5%	-$3.04K	0.46%	77
2019 Q4	$575K	Sell	4,489 -568	-11%	-$73.8K	0.4%	73
2019 Q3	$703K	Buy	5,057 +39	+0.8%	+$5.26K	0.58%	62
2019 Q2	$667K	Hold	5,018	–	–	0.58%	58
2019 Q1	$677K	Buy	+5,018	New	+$640K	0.6%	56

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

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 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

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

HCM

Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return

PensionDanmark Copenhagen O, Denmark $12B AUM

Keudell/Morrison Wealth Management's IBM Position: Q2 2026 in Review

Keudell/Morrison Wealth Management increased its IBM (IBM) stake by 12% in Q2 2026, buying an estimated $133K and bringing the position to 5,088 shares worth $1.43M. The position accounts for 0.27% of the portfolio, ranked #58.

Keudell/Morrison Wealth Management first reported a position in IBM in Q1 2019 and has held it in 29 quarters since. The position peaked at $1.46M in Q2 2025. 682 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

Keudell/Morrison Wealth Management held 5,088 shares of IBM worth $1.43M as of Q2 2026.
Keudell/Morrison Wealth Management bought 526 IBM shares in Q2 2026, an estimated $133K.
IBM made up 0.27% of Keudell/Morrison Wealth Management's portfolio in Q2 2026, its #58 holding.
Keudell/Morrison Wealth Management first reported a position in IBM in Q1 2019 and has held it in 29 quarters since.
Keudell/Morrison Wealth Management's IBM position peaked at $1.46M in Q2 2025.
682 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Keudell/Morrison Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.