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KWMG LLC’s IBM IBM Stock Holding History

KWMG LLC’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 		$8.65M Buy
30,762
+565
+2% +$142K 0.63% 51
2026
Q1 		$7.32M Buy
30,197
+762
+3% +$206K 0.61% 58
2025
Q4 		$8.72M Sell
29,435
-407
-1% -$122K 0.75% 42
2025
Q3 		$8.42M Buy
29,842
+321
+1% +$84K 0.74% 40
2025
Q2 		$8.7M Sell
29,521
-612
-2% -$158K 0.82% 35
2025
Q1 		$7.49M Sell
30,133
-849
-3% -$208K 0.76% 38
2024
Q4 		$6.81M Sell
30,982
-2,087
-6% -$465K 0.7% 46
2024
Q3 		$7.31M Sell
33,069
-664
-2% -$130K 0.74% 40
2024
Q2 		$5.83M Sell
33,733
-561
-2% -$97.5K 0.63% 55
2024
Q1 		$6.55M Sell
34,294
-396
-1% -$72.2K 0.72% 47
2023
Q4 		$5.67M Sell
34,690
-884
-2% -$134K 0.66% 51
2023
Q3 		$4.99M Buy
35,574
+468
+1% +$66.6K 0.63% 50
2023
Q2 		$4.7M Buy
35,106
+2,055
+6% +$265K 0.58% 60
2023
Q1 		$4.33M Buy
33,051
+948
+3% +$127K 0.58% 61
2022
Q4 		$4.52M Buy
32,103
+14
+0% +$1.93K 0.64% 55
2022
Q3 		$3.81M Buy
32,089
+1,079
+3% +$142K 0.59% 58
2022
Q2 		$4.38M Buy
31,010
+963
+3% +$130K 0.66% 46
2022
Q1 		$3.91M Buy
30,047
+3,296
+12% +$430K 0.54% 70
2021
Q4 		$3.58M Buy
26,751
+278
+1% +$34.9K 0.48% 78
2021
Q3 		$3.52M Buy
26,473
+1,434
+6% +$192K 0.51% 73
2021
Q2 		$3.37M Buy
25,039
+884
+4% +$121K 0.51% 72
2021
Q1 		$3.08M Buy
24,155
+1,260
+6% +$151K 0.49% 77
2020
Q4 		$2.75M Buy
22,895
+705
+3% +$81.5K 0.49% 76
2020
Q3 		$2.58M Buy
22,190
+694
+3% +$81.7K 0.52% 66
2020
Q2 		$2.48M Buy
21,496
+1,772
+9% +$206K 0.54% 63
2020
Q1 		$2.09M Buy
19,724
+58
+0.3% +$7.33K 0.56% 59
2019
Q4 		$2.52M Buy
19,666
+301
+2% +$39.1K 0.55% 58
2019
Q3 		$2.69M Buy
19,365
+513
+3% +$69.2K 0.65% 46
2019
Q2 		$2.48M Buy
18,852
+888
+5% +$117K 0.6% 52
2019
Q1 		$2.42M Buy
17,964
+696
+4% +$88.7K 0.6% 51
2018
Q4 		$1.88M Buy
17,268
+2,679
+18% +$322K 0.51% 67
2018
Q3 		$2.11M Buy
14,589
+1,027
+8% +$144K 0.54% 65
2018
Q2 		$1.81M Buy
13,562
+954
+8% +$133K 0.5% 73
2018
Q1 		$1.85M Buy
12,608
+1,313
+12% +$199K 0.54% 64
2017
Q4 		$1.66M Buy
11,295
+58
+0.5% +$8.43K 0.5% 68
2017
Q3 		$1.56M Buy
11,237
+1,011
+10% +$141K 0.51% 70
2017
Q2 		$1.5M Buy
10,226
+829
+9% +$125K 0.53% 71
2017
Q1 		$1.56M Sell
9,397
-1,691
-15% -$284K 0.6% 46
2016
Q4 		$1.76M Sell
11,088
-437
-4% -$66.6K 0.77% 33
2016
Q3 		$1.75M Buy
11,525
+504
+5% +$76.5K 0.85% 33
2016
Q2 		$1.6M Buy
11,021
+306
+3% +$43.8K 0.86% 31
2016
Q1 		$1.55M Buy
10,715
+776
+8% +$99.1K 0.91% 32
2015
Q4 		$1.31M Buy
9,939
+629
+7% +$84.5K 0.88% 32
2015
Q3 		$1.29M Buy
9,310
+146
+2% +$21.6K 0.97% 26
2015
Q2 		$1.43M Buy
9,164
+566
+7% +$91K 1.04% 22
2015
Q1 		$1.42M Buy
8,598
+2,750
+47% +$417K 1.13% 22
2014
Q4 		$871K Buy
+5,848
New +$930K 0.73% 51

Other funds holding IBM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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

KWMG LLC's IBM Position: Q2 2026 in Review

KWMG LLC increased its IBM (IBM) stake by 1.9% in Q2 2026, buying an estimated $142K and bringing the position to 30,762 shares worth $8.65M. The position accounts for 0.63% of the portfolio, ranked #51.

KWMG LLC first reported a position in IBM in Q4 2014 and has held it in 47 quarters since. The position peaked at $8.72M in Q4 2025. 1,966 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • KWMG LLC held 30,762 shares of IBM worth $8.65M as of Q2 2026.
  • KWMG LLC bought 565 IBM shares in Q2 2026, an estimated $142K.
  • IBM made up 0.63% of KWMG LLC's portfolio in Q2 2026, its #51 holding.
  • KWMG LLC first reported a position in IBM in Q4 2014 and has held it in 47 quarters since.
  • KWMG LLC's IBM position peaked at $8.72M in Q4 2025.
  • 1,966 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on KWMG LLC's 13F filing for Q2 2026, filed 8 Jul 2026.