LGW
IBM icon

Leslie Global Wealth’s IBM IBM Stock Holding History

Leslie Global Wealth’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 		$377K Buy
1,339
+283
+27% +$71.3K 0.15% 62
2026
Q1 		$256K Buy
1,056
+19
+2% +$5.14K 0.13% 64
2025
Q4 		$307K Hold
1,037
– – 0.14% 55
2025
Q3 		$293K Buy
1,037
+2
+0.2% +$524 0.14% 60
2025
Q2 		$305K Sell
1,035
-49
-5% -$12.6K 0.16% 57
2025
Q1 		$270K Buy
1,084
+142
+15% +$34.7K 0.13% 66
2024
Q4 		$207K Buy
942
+27
+3% +$6.01K 0.1% 71
2024
Q3 		$202K Buy
+915
New +$179K 0.1% 71

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
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
BHIA
Birch Hill Investment Advisors Boston, Massachusetts $2.47B AUM 20.95% 1-Year Est. Return

Leslie Global Wealth's IBM Position: Q2 2026 in Review

Leslie Global Wealth increased its IBM (IBM) stake by 27% in Q2 2026, buying an estimated $71.3K and bringing the position to 1,339 shares worth $377K. The position accounts for 0.15% of the portfolio, ranked #62.

Leslie Global Wealth first reported a position in IBM in Q3 2024 and has held it in 8 quarters since. 1,135 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Leslie Global Wealth held 1,339 shares of IBM worth $377K as of Q2 2026.
  • Leslie Global Wealth bought 283 IBM shares in Q2 2026, an estimated $71.3K.
  • IBM made up 0.15% of Leslie Global Wealth's portfolio in Q2 2026, its #62 holding.
  • Leslie Global Wealth first reported a position in IBM in Q3 2024 and has held it in 8 quarters since.
  • 1,135 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Leslie Global Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.