LifeGuide Financial Advisors’s IBM IBM Stock Holding History

LifeGuide Financial 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	$1.39M	Hold	4,956	–	–	0.4%	21
2026 Q1	$1.2M	Hold	4,956	–	–	0.38%	21
2025 Q4	$1.44M	Buy	4,956 +1,869	+61%	+$560K	0.48%	21
2025 Q3	$899K	Hold	3,087	–	–	0.33%	24
2025 Q2	$910K	Hold	3,087	–	–	0.34%	23
2025 Q1	$768K	Hold	3,087	–	–	0.31%	23
2024 Q4	$679K	Hold	3,087	–	–	0.29%	24
2024 Q3	$683K	Sell	3,087 -853	-22%	-$167K	0.29%	24
2024 Q2	$681K	Buy	3,940 +28	+0.7%	+$4.87K	0.33%	24
2024 Q1	$747K	Hold	3,912	–	–	0.38%	22
2023 Q4	$640K	Buy	3,912 +20	+0.5%	+$3.02K	0.34%	26
2023 Q3	$546K	Sell	3,892 -76	-2%	-$10.8K	0.32%	25
2023 Q2	$531K	Buy	3,968 +92	+2%	+$11.9K	0.36%	25
2023 Q1	$508K	Buy	3,876 +331	+9%	+$44.3K	0.41%	21
2022 Q4	$499K	Buy	3,545 +21	+0.6%	+$2.9K	0.43%	20
2022 Q3	$419K	Buy	3,524 +1,667	+90%	+$219K	0.41%	19
2022 Q2	$262K	Sell	1,857 -27	-1%	-$3.64K	0.24%	24
2022 Q1	$245K	Buy	1,884 +23	+1%	+$3K	0.19%	23
2021 Q4	$249K	Buy	+1,861	New	+$233K	0.19%	22

Other funds holding IBM

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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

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

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

LifeGuide Financial Advisors's IBM Position: Q2 2026 in Review

LifeGuide Financial Advisors held its IBM (IBM) position steady in Q2 2026 at 4,956 shares worth $1.39M. The position accounts for 0.4% of the portfolio, ranked #21.

LifeGuide Financial Advisors first reported a position in IBM in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.44M in Q4 2025. 1,826 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

LifeGuide Financial Advisors held 4,956 shares of IBM worth $1.39M as of Q2 2026.
LifeGuide Financial Advisors left its IBM share count unchanged in Q2 2026.
IBM made up 0.4% of LifeGuide Financial Advisors's portfolio in Q2 2026, its #21 holding.
LifeGuide Financial Advisors first reported a position in IBM in Q4 2021 and has held it in 19 quarters since.
LifeGuide Financial Advisors's IBM position peaked at $1.44M in Q4 2025.
1,826 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on LifeGuide Financial Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.