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Marathon Strategic Advisors’s IBM IBM Stock Holding History

Marathon Strategic Advisors’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 		$290K Hold
1,033
– – 0.16% 44
2026
Q1 		$250K Hold
1,033
– – 0.18% 45
2025
Q4 		$306K Hold
1,033
– – 0.23% 42
2025
Q3 		$291K Buy
+1,033
New +$270K 0.23% 43
2024
Q3 		– Sell
-1,262
Closed -$218K – 39
2024
Q2 		$218K Buy
+1,262
New +$219K 0.26% 40

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
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
BHIA
Birch Hill Investment Advisors Boston, Massachusetts $2.47B AUM 20.95% 1-Year Est. Return

Marathon Strategic Advisors's IBM Position: Q2 2026 in Review

Marathon Strategic Advisors held its IBM (IBM) position steady in Q2 2026 at 1,033 shares worth $290K. The position accounts for 0.16% of the portfolio, ranked #44.

Marathon Strategic Advisors first reported a position in IBM in Q2 2024 and has held it in 5 quarters since. The position peaked at $306K in Q4 2025. 1,123 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Marathon Strategic Advisors held 1,033 shares of IBM worth $290K as of Q2 2026.
  • Marathon Strategic Advisors left its IBM share count unchanged in Q2 2026.
  • IBM made up 0.16% of Marathon Strategic Advisors's portfolio in Q2 2026, its #44 holding.
  • Marathon Strategic Advisors first reported a position in IBM in Q2 2024 and has held it in 5 quarters since.
  • Marathon Strategic Advisors's IBM position peaked at $306K in Q4 2025.
  • 1,123 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Marathon Strategic Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.