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LongView Wealth Management’s IBM IBM Stock Holding History

LongView 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 		$237K Sell
843
-32
-4% -$8.06K 0.06% 209
2026
Q1 		$210K Sell
875
-75
-8% -$20.3K 0.05% 239
2025
Q4 		$296K Buy
950
+76
+9% +$22.8K 0.07% 202
2025
Q3 		$247K Hold
874
– – 0.07% 203
2025
Q2 		$258K Sell
874
-25
-3% -$6.44K 0.08% 185
2025
Q1 		$224K Sell
899
-185
-17% -$45.3K 0.07% 191
2024
Q4 		$238K Sell
1,084
-48
-4% -$10.7K 0.07% 182
2024
Q3 		$250K Buy
+1,132
New +$222K 0.08% 177

Other funds holding IBM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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

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

LongView Wealth Management reduced its IBM (IBM) stake by 3.7% in Q2 2026, selling an estimated $8.06K and leaving 843 shares worth $237K. The position accounts for 0.06% of the portfolio, ranked #209.

LongView Wealth Management first reported a position in IBM in Q3 2024 and has held it in 8 quarters since. The position peaked at $296K in Q4 2025. 2,145 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • LongView Wealth Management held 843 shares of IBM worth $237K as of Q2 2026.
  • LongView Wealth Management sold 32 IBM shares in Q2 2026, an estimated $8.06K.
  • IBM made up 0.06% of LongView Wealth Management's portfolio in Q2 2026, its #209 holding.
  • LongView Wealth Management first reported a position in IBM in Q3 2024 and has held it in 8 quarters since.
  • LongView Wealth Management's IBM position peaked at $296K in Q4 2025.
  • 2,145 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on LongView Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.