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LifeSteps Financial’s IBM IBM Stock Holding History

LifeSteps Financial’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 		$743K Buy
2,642
+1,061
+67% +$267K 0.35% 47
2026
Q1 		$383K Buy
1,581
+286
+22% +$77.4K 0.24% 61
2025
Q4 		$384K Buy
1,295
+2
+0.2% +$599 0.25% 62
2025
Q3 		$365K Buy
1,293
+2
+0.2% +$524 0.23% 67
2025
Q2 		$380K Buy
1,291
+2
+0.2% +$515 0.26% 61
2025
Q1 		$320K Buy
1,289
+3
+0.2% +$734 0.26% 64
2024
Q4 		$283K Buy
1,286
+2
+0.2% +$445 0.22% 67
2024
Q3 		$284K Buy
1,284
+3
+0.2% +$588 0.22% 69
2024
Q2 		$222K Buy
1,281
+3
+0.2% +$521 0.18% 75
2024
Q1 		$244K Buy
1,278
+3
+0.2% +$547 0.18% 73
2023
Q4 		$208K Buy
+1,275
New +$193K 0.18% 78

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
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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

LifeSteps Financial's IBM Position: Q2 2026 in Review

LifeSteps Financial increased its IBM (IBM) stake by 67% in Q2 2026, buying an estimated $267K and bringing the position to 2,642 shares worth $743K. The position accounts for 0.35% of the portfolio, ranked #47.

LifeSteps Financial first reported a position in IBM in Q4 2023 and has held it in 11 quarters since. 1,632 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • LifeSteps Financial held 2,642 shares of IBM worth $743K as of Q2 2026.
  • LifeSteps Financial bought 1,061 IBM shares in Q2 2026, an estimated $267K.
  • IBM made up 0.35% of LifeSteps Financial's portfolio in Q2 2026, its #47 holding.
  • LifeSteps Financial first reported a position in IBM in Q4 2023 and has held it in 11 quarters since.
  • 1,632 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on LifeSteps Financial's 13F filing for Q2 2026, filed 17 Jul 2026.