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Kingsman Wealth Management’s IBM IBM Stock Holding History

Kingsman 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 		$356K Sell
1,267
-484
-28% -$122K 0.17% 58
2026
Q1 		$424K Sell
1,751
-47
-3% -$12.7K 0.24% 47
2025
Q4 		$533K Buy
1,798
+5
+0.3% +$1.5K 0.29% 41
2025
Q3 		$506K Buy
1,793
+11
+0.6% +$2.88K 0.28% 44
2025
Q2 		$525K Buy
1,782
+30
+2% +$7.73K 0.33% 37
2025
Q1 		$436K Buy
+1,752
New +$429K 0.32% 43

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

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

Kingsman Wealth Management reduced its IBM (IBM) stake by 28% in Q2 2026, selling an estimated $122K and leaving 1,267 shares worth $356K. The position accounts for 0.17% of the portfolio, ranked #58.

Kingsman Wealth Management first reported a position in IBM in Q1 2025 and has held it in 6 quarters since. The position peaked at $533K in Q4 2025. 1,245 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Kingsman Wealth Management held 1,267 shares of IBM worth $356K as of Q2 2026.
  • Kingsman Wealth Management sold 484 IBM shares in Q2 2026, an estimated $122K.
  • IBM made up 0.17% of Kingsman Wealth Management's portfolio in Q2 2026, its #58 holding.
  • Kingsman Wealth Management first reported a position in IBM in Q1 2025 and has held it in 6 quarters since.
  • Kingsman Wealth Management's IBM position peaked at $533K in Q4 2025.
  • 1,245 funds tracked by Wall St. Rank held IBM as of Q2 2026.

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