LJI Wealth Management’s IBM IBM Stock Holding History

LJI Wealth 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	$323K	Buy	1,149 +47	+4%	+$11.8K	0.05%	151
2026 Q1	$267K	Hold	1,102	–	–	0.04%	167
2025 Q4	$326K	Hold	1,102	–	–	0.05%	149
2025 Q3	$311K	Hold	1,102	–	–	0.05%	130
2025 Q2	$325K	Hold	1,102	–	–	0.06%	137
2025 Q1	$274K	Sell	1,102 -202	-15%	-$49.4K	0.05%	140
2024 Q4	$287K	Buy	1,304 +214	+20%	+$47.7K	0.06%	136
2024 Q3	$241K	Buy	+1,090	New	+$214K	0.05%	168
2024 Q2	–	Sell	-1,090	Closed	-$208K	–	189
2024 Q1	$208K	Buy	+1,090	New	+$199K	0.05%	142

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

LJI Wealth Management's IBM Position: Q2 2026 in Review

LJI Wealth Management increased its IBM (IBM) stake by 4.3% in Q2 2026, buying an estimated $11.8K and bringing the position to 1,149 shares worth $323K. The position accounts for 0.05% of the portfolio, ranked #151.

LJI Wealth Management first reported a position in IBM in Q1 2024 and has held it in 9 quarters since. The position peaked at $326K in Q4 2025. 1,810 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

LJI Wealth Management held 1,149 shares of IBM worth $323K as of Q2 2026.
LJI Wealth Management bought 47 IBM shares in Q2 2026, an estimated $11.8K.
IBM made up 0.05% of LJI Wealth Management's portfolio in Q2 2026, its #151 holding.
LJI Wealth Management first reported a position in IBM in Q1 2024 and has held it in 9 quarters since.
LJI Wealth Management's IBM position peaked at $326K in Q4 2025.
1,810 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on LJI Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.