Kohmann Bosshard Financial Services’s IBM IBM Stock Holding History

Kohmann Bosshard Financial Services’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	$374K	Sell	1,332 -53	-4%	-$13.4K	0.03%	154
2026 Q1	$336K	Buy	1,385 +1	+0.1%	+$271	0.03%	147
2025 Q4	$410K	Buy	1,384 +1	+0.1%	+$299	0.04%	174
2025 Q3	$390K	Sell	1,383 -90	-6%	-$23.6K	0.04%	146
2025 Q2	$434K	Sell	1,473 -90	-6%	-$23.2K	0.05%	126
2025 Q1	$389K	Buy	1,563 +54	+4%	+$13.2K	0.05%	140
2024 Q4	$332K	Buy	1,509 +8	+0.5%	+$1.78K	0.04%	140
2024 Q3	$332K	Buy	1,501 +101	+7%	+$19.8K	0.04%	150
2024 Q2	$242K	Buy	1,400 +2	+0.1%	+$348	0.03%	171
2024 Q1	$267K	Buy	1,398 +72	+5%	+$13.1K	0.04%	169
2023 Q4	$217K	Buy	+1,326	New	+$200K	0.03%	178

Other funds holding IBM

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 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

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

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

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Kohmann Bosshard Financial Services's IBM Position: Q2 2026 in Review

Kohmann Bosshard Financial Services reduced its IBM (IBM) stake by 3.8% in Q2 2026, selling an estimated $13.4K and leaving 1,332 shares worth $374K. The position accounts for 0.03% of the portfolio, ranked #154.

Kohmann Bosshard Financial Services first reported a position in IBM in Q4 2023 and has held it in 11 quarters since. The position peaked at $434K in Q2 2025. 1,352 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

Kohmann Bosshard Financial Services held 1,332 shares of IBM worth $374K as of Q2 2026.
Kohmann Bosshard Financial Services sold 53 IBM shares in Q2 2026, an estimated $13.4K.
IBM made up 0.03% of Kohmann Bosshard Financial Services's portfolio in Q2 2026, its #154 holding.
Kohmann Bosshard Financial Services first reported a position in IBM in Q4 2023 and has held it in 11 quarters since.
Kohmann Bosshard Financial Services's IBM position peaked at $434K in Q2 2025.
1,352 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Kohmann Bosshard Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.