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Magnus Financial Group’s IBM IBM Stock Holding History

Magnus Financial Group’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 		$828K Sell
2,945
-408
-12% -$103K 0.06% 182
2026
Q1 		$813K Sell
3,353
-178
-5% -$48.2K 0.07% 168
2025
Q4 		$1.05M Buy
3,531
+21
+0.6% +$6.29K 0.08% 169
2025
Q3 		$990K Buy
3,510
+67
+2% +$17.5K 0.08% 170
2025
Q2 		$1.02M Sell
3,443
-229
-6% -$59K 0.09% 158
2025
Q1 		$913K Buy
3,672
+911
+33% +$223K 0.09% 164
2024
Q4 		$607K Sell
2,761
-53
-2% -$11.8K 0.06% 195
2024
Q3 		$622K Buy
2,814
+9
+0.3% +$1.76K 0.06% 188
2024
Q2 		$485K Sell
2,805
-36
-1% -$6.25K 0.05% 203
2024
Q1 		$543K Buy
2,841
+80
+3% +$14.6K 0.06% 183
2023
Q4 		$452K Sell
2,761
-150
-5% -$22.7K 0.06% 184
2023
Q3 		$408K Sell
2,911
-45
-2% -$6.4K 0.06% 180
2023
Q2 		$396K Sell
2,956
-6
-0.2% -$774 0.06% 186
2023
Q1 		$388K Buy
2,962
+442
+18% +$59.1K 0.06% 194
2022
Q4 		$355K Sell
2,520
-114
-4% -$15.7K 0.06% 190
2022
Q3 		$313K Buy
2,634
+58
+2% +$7.61K 0.06% 189
2022
Q2 		$364K Buy
2,576
+347
+16% +$46.8K 0.07% 186
2022
Q1 		$290K Buy
+2,229
New +$291K 0.05% 225
2021
Q1 		– Sell
-4,294
Closed -$517K – 291
2020
Q4 		$517K Buy
4,294
+266
+7% +$30.7K 0.05% 137
2020
Q3 		$469K Sell
4,028
-18
-0.4% -$2.12K 0.05% 134
2020
Q2 		$467K Sell
4,046
-914
-18% -$106K 0.05% 178
2020
Q1 		$526K Sell
4,960
-263
-5% -$33.3K 0.07% 132
2019
Q4 		$669K Buy
5,223
+810
+18% +$105K 0.1% 94
2019
Q3 		$614K Buy
4,413
+168
+4% +$22.7K 0.12% 91
2019
Q2 		$560K Buy
4,245
+304
+8% +$39.9K 0.11% 103
2019
Q1 		$532K Buy
3,941
+100
+3% +$12.7K 0.11% 101
2018
Q4 		$417K Buy
+3,841
New +$461K 0.11% 110

Other funds holding IBM

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
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
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
WG
Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return

Magnus Financial Group's IBM Position: Q2 2026 in Review

Magnus Financial Group reduced its IBM (IBM) stake by 12% in Q2 2026, selling an estimated $103K and leaving 2,945 shares worth $828K. The position accounts for 0.06% of the portfolio, ranked #182.

Magnus Financial Group first reported a position in IBM in Q4 2018 and has held it in 27 quarters since. The position peaked at $1.05M in Q4 2025. 1,245 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Magnus Financial Group held 2,945 shares of IBM worth $828K as of Q2 2026.
  • Magnus Financial Group sold 408 IBM shares in Q2 2026, an estimated $103K.
  • IBM made up 0.06% of Magnus Financial Group's portfolio in Q2 2026, its #182 holding.
  • Magnus Financial Group first reported a position in IBM in Q4 2018 and has held it in 27 quarters since.
  • Magnus Financial Group's IBM position peaked at $1.05M in Q4 2025.
  • 1,245 funds tracked by Wall St. Rank held IBM as of Q2 2026.

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