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KFG Wealth Management’s IBM IBM Stock Holding History

KFG 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 		$1.11M Sell
3,946
-49
-1% -$12.3K 0.13% 83
2026
Q1 		$968K Buy
3,995
+714
+22% +$193K 0.13% 81
2025
Q4 		$972K Buy
3,281
+2,406
+275% +$721K 0.13% 85
2025
Q3 		$247K Sell
875
-101
-10% -$26.4K 0.04% 184
2025
Q2 		$288K Sell
976
-230
-19% -$59.3K 0.05% 165
2025
Q1 		$300K Sell
1,206
-99
-8% -$24.2K 0.05% 154
2024
Q4 		$287K Sell
1,305
-17
-1% -$3.79K 0.05% 151
2024
Q3 		$292K Sell
1,322
-1,211
-48% -$237K 0.06% 145
2024
Q2 		$438K Buy
2,533
+20
+0.8% +$3.48K 0.17% 102
2024
Q1 		$480K Sell
2,513
-1
-0% -$182 0.2% 95
2023
Q4 		$411K Sell
2,514
-39
-2% -$5.89K 0.19% 89
2023
Q3 		$358K Sell
2,553
-182
-7% -$25.9K 0.19% 92
2023
Q2 		$366K Hold
2,735
– – 0.21% 77
2023
Q1 		$350K Sell
2,735
-808
-23% -$108K 0.24% 54
2022
Q4 		$499K Buy
+3,543
New +$489K 0.51% 38

Other funds holding IBM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
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
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 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
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

KFG Wealth Management's IBM Position: Q2 2026 in Review

KFG Wealth Management reduced its IBM (IBM) stake by 1.2% in Q2 2026, selling an estimated $12.3K and leaving 3,946 shares worth $1.11M. The position accounts for 0.13% of the portfolio, ranked #83.

KFG Wealth Management first reported a position in IBM in Q4 2022 and has held it in 15 quarters since. 1,822 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • KFG Wealth Management held 3,946 shares of IBM worth $1.11M as of Q2 2026.
  • KFG Wealth Management sold 49 IBM shares in Q2 2026, an estimated $12.3K.
  • IBM made up 0.13% of KFG Wealth Management's portfolio in Q2 2026, its #83 holding.
  • KFG Wealth Management first reported a position in IBM in Q4 2022 and has held it in 15 quarters since.
  • 1,822 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on KFG Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.