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Maia Wealth’s IBM IBM Stock Holding History

Maia Wealth’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 		$450K Sell
1,601
-43
-3% -$10.8K 0.07% 234
2026
Q1 		$398K Sell
1,644
-105
-6% -$28.4K 0.07% 251
2025
Q4 		$454K Sell
1,749
-27
-2% -$8.09K 0.08% 225
2025
Q3 		$549K Buy
1,776
+15
+0.9% +$3.93K 0.09% 196
2025
Q2 		$519K Buy
1,761
+99
+6% +$25.5K 0.1% 190
2025
Q1 		$397K Buy
1,662
+54
+3% +$13.2K 0.09% 191
2024
Q4 		$360K Buy
1,608
+277
+21% +$61.7K 0.08% 199
2024
Q3 		$291K Buy
1,331
+101
+8% +$19.8K 0.07% 196
2024
Q2 		$225K Buy
+1,230
New +$214K 0.07% 202
2023
Q4 		$215K Buy
+1,314
New +$199K 0.09% 178

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
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
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 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

Maia Wealth's IBM Position: Q2 2026 in Review

Maia Wealth reduced its IBM (IBM) stake by 2.6% in Q2 2026, selling an estimated $10.8K and leaving 1,601 shares worth $450K. The position accounts for 0.07% of the portfolio, ranked #234.

Maia Wealth first reported a position in IBM in Q4 2023 and has held it in 10 quarters since. The position peaked at $549K in Q3 2025. 1,486 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Maia Wealth held 1,601 shares of IBM worth $450K as of Q2 2026.
  • Maia Wealth sold 43 IBM shares in Q2 2026, an estimated $10.8K.
  • IBM made up 0.07% of Maia Wealth's portfolio in Q2 2026, its #234 holding.
  • Maia Wealth first reported a position in IBM in Q4 2023 and has held it in 10 quarters since.
  • Maia Wealth's IBM position peaked at $549K in Q3 2025.
  • 1,486 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Maia Wealth's 13F filing for Q2 2026, filed 28 Jul 2026.