Kingswood Wealth Advisors’s IBM IBM Stock Holding History

Kingswood Wealth Advisors’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	$6.34M	Buy	22,545 +62	+0.3%	+$15.6K	0.26%	92
2026 Q1	$5.45M	Sell	22,483 -26	-0.1%	-$7.04K	0.26%	86
2025 Q4	$6.67M	Buy	22,509 +3,521	+19%	+$1.05M	0.32%	65
2025 Q3	$5.36M	Buy	18,988 +1,600	+9%	+$419K	0.32%	67
2025 Q2	$5.13M	Sell	17,388 -90	-0.5%	-$23.2K	0.4%	44
2025 Q1	$4.35M	Buy	17,478 +243	+1%	+$59.4K	0.4%	47
2024 Q4	$3.79M	Buy	17,235 +1,739	+11%	+$387K	0.28%	73
2024 Q3	$3.43M	Buy	15,496 +4,549	+42%	+$892K	0.24%	97
2024 Q2	$1.89M	Buy	10,947 +955	+10%	+$166K	0.17%	120
2024 Q1	$1.91M	Sell	9,992 -3,227	-24%	-$589K	0.22%	110
2023 Q4	$2.16M	Buy	13,219 +6,166	+87%	+$932K	0.25%	91
2023 Q3	$990K	Buy	7,053 +4,072	+137%	+$579K	0.17%	143
2023 Q2	$399K	Buy	+2,981	New	+$385K	0.13%	162

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

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

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Kingswood Wealth Advisors's IBM Position: Q2 2026 in Review

Kingswood Wealth Advisors increased its IBM (IBM) stake by 0.28% in Q2 2026, buying an estimated $15.6K and bringing the position to 22,545 shares worth $6.34M. The position accounts for 0.26% of the portfolio, ranked #92.

Kingswood Wealth Advisors first reported a position in IBM in Q2 2023 and has held it in 13 quarters since. The position peaked at $6.67M in Q4 2025. 2,004 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

Kingswood Wealth Advisors held 22,545 shares of IBM worth $6.34M as of Q2 2026.
Kingswood Wealth Advisors bought 62 IBM shares in Q2 2026, an estimated $15.6K.
IBM made up 0.26% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #92 holding.
Kingswood Wealth Advisors first reported a position in IBM in Q2 2023 and has held it in 13 quarters since.
Kingswood Wealth Advisors's IBM position peaked at $6.67M in Q4 2025.
2,004 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.