Lifestyle Asset Management’s IBM IBM Stock Holding History

Lifestyle Asset Management’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	$739K	Buy	2,628 +19	+0.7%	+$4.79K	0.2%	67
2026 Q1	$632K	Buy	2,609 +60	+2%	+$16.2K	0.21%	66
2025 Q4	$755K	Buy	2,549 +105	+4%	+$31.4K	0.25%	69
2025 Q3	$690K	Buy	2,444 +300	+14%	+$78.5K	0.24%	70
2025 Q2	$632K	Buy	2,144 +36	+2%	+$9.28K	0.3%	67
2025 Q1	$524K	Buy	2,108 +10	+0.5%	+$2.45K	0.29%	56
2024 Q4	$461K	Sell	2,098 -108	-5%	-$24.1K	0.25%	57
2024 Q3	$488K	Buy	2,206 +170	+8%	+$33.3K	0.27%	58
2024 Q2	$352K	Sell	2,036 -107	-5%	-$18.6K	0.2%	60
2024 Q1	$409K	Buy	+2,143	New	+$391K	0.24%	55

Other funds holding IBM

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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

Lifestyle Asset Management's IBM Position: Q2 2026 in Review

Lifestyle Asset Management increased its IBM (IBM) stake by 0.73% in Q2 2026, buying an estimated $4.79K and bringing the position to 2,628 shares worth $739K. The position accounts for 0.2% of the portfolio, ranked #67.

Lifestyle Asset Management first reported a position in IBM in Q1 2024 and has held it in 10 quarters since. The position peaked at $755K in Q4 2025. 1,915 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

Lifestyle Asset Management held 2,628 shares of IBM worth $739K as of Q2 2026.
Lifestyle Asset Management bought 19 IBM shares in Q2 2026, an estimated $4.79K.
IBM made up 0.2% of Lifestyle Asset Management's portfolio in Q2 2026, its #67 holding.
Lifestyle Asset Management first reported a position in IBM in Q1 2024 and has held it in 10 quarters since.
Lifestyle Asset Management's IBM position peaked at $755K in Q4 2025.
1,915 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Lifestyle Asset Management's 13F filing for Q2 2026, filed 20 Jul 2026.