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Latitude Advisors’s IBM IBM Stock Holding History

Latitude 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 		$335K Buy
1,192
+129
+12% +$32.5K 0.13% 171
2026
Q1 		$258K Sell
1,063
-50
-4% -$13.5K 0.12% 187
2025
Q4 		$330K Sell
1,113
-1
-0.1% -$299 0.15% 152
2025
Q3 		$314K Sell
1,114
-90
-7% -$23.6K 0.14% 145
2025
Q2 		$355K Sell
1,204
-51
-4% -$13.1K 0.18% 123
2025
Q1 		$312K Sell
1,255
-366
-23% -$89.5K 0.18% 134
2024
Q4 		$356K Sell
1,621
-29
-2% -$6.46K 0.2% 109
2024
Q3 		$365K Buy
1,650
+35
+2% +$6.86K 0.21% 114
2024
Q2 		$279K Buy
1,615
+35
+2% +$6.08K 0.17% 126
2024
Q1 		$302K Sell
1,580
-18
-1% -$3.28K 0.19% 117
2023
Q4 		$261K Sell
1,598
-174
-10% -$26.3K 0.18% 130
2023
Q3 		$249K Buy
1,772
+104
+6% +$14.8K 0.18% 131
2023
Q2 		$223K Sell
1,668
-94
-5% -$12.1K 0.16% 141
2023
Q1 		$231K Sell
1,762
-92
-5% -$12.3K 0.17% 142
2022
Q4 		$261K Buy
+1,854
New +$256K 0.2% 123
2022
Q2 		– Sell
-3,339
Closed -$434K – 211
2022
Q1 		$434K Buy
3,339
+1,703
+104% +$222K 0.1% 202
2021
Q4 		$219K Buy
+1,636
New +$205K 0.06% 275

Other funds holding IBM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Latitude Advisors's IBM Position: Q2 2026 in Review

Latitude Advisors increased its IBM (IBM) stake by 12% in Q2 2026, buying an estimated $32.5K and bringing the position to 1,192 shares worth $335K. The position accounts for 0.13% of the portfolio, ranked #171.

Latitude Advisors first reported a position in IBM in Q4 2021 and has held it in 17 quarters since. The position peaked at $434K in Q1 2022. 1,719 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Latitude Advisors held 1,192 shares of IBM worth $335K as of Q2 2026.
  • Latitude Advisors bought 129 IBM shares in Q2 2026, an estimated $32.5K.
  • IBM made up 0.13% of Latitude Advisors's portfolio in Q2 2026, its #171 holding.
  • Latitude Advisors first reported a position in IBM in Q4 2021 and has held it in 17 quarters since.
  • Latitude Advisors's IBM position peaked at $434K in Q1 2022.
  • 1,719 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Latitude Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.