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Marks Group Wealth Management’s IBM IBM Stock Holding History

Marks Group 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 		$3.09M Buy
10,971
+463
+4% +$117K 0.27% 100
2026
Q1 		$2.55M Sell
10,508
-226
-2% -$61.1K 0.25% 115
2025
Q4 		$3.18M Buy
10,734
+1,644
+18% +$492K 0.3% 100
2025
Q3 		$2.56M Sell
9,090
-234
-3% -$61.3K 0.24% 110
2025
Q2 		$2.75M Sell
9,324
-786
-8% -$203K 0.26% 101
2025
Q1 		$2.51M Sell
10,110
-315
-3% -$77.1K 0.24% 104
2024
Q4 		$2.29M Buy
10,425
+45
+0.4% +$10K 0.23% 108
2024
Q3 		$2.29M Sell
10,380
-177
-2% -$34.7K 0.22% 113
2024
Q2 		$1.83M Sell
10,557
-732
-6% -$127K 0.19% 129
2024
Q1 		$2.16M Buy
11,289
+2,432
+27% +$444K 0.23% 116
2023
Q4 		$1.45M Sell
8,857
-960
-10% -$145K 0.17% 140
2023
Q3 		$1.38M Sell
9,817
-699
-7% -$99.5K 0.17% 142
2023
Q2 		$1.41M Sell
10,516
-15
-0.1% -$1.94K 0.17% 141
2023
Q1 		$1.38M Buy
10,531
+862
+9% +$115K 0.18% 139
2022
Q4 		$1.36M Buy
9,669
+853
+10% +$118K 0.19% 134
2022
Q3 		$1.05M Buy
8,816
+1,044
+13% +$137K 0.16% 149
2022
Q2 		$1.1M Buy
7,772
+1,179
+18% +$159K 0.16% 149
2022
Q1 		$857K Buy
+6,593
New +$860K 0.11% 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
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 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
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
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 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

Marks Group Wealth Management's IBM Position: Q2 2026 in Review

Marks Group Wealth Management increased its IBM (IBM) stake by 4.4% in Q2 2026, buying an estimated $117K and bringing the position to 10,971 shares worth $3.09M. The position accounts for 0.27% of the portfolio, ranked #100.

Marks Group Wealth Management first reported a position in IBM in Q1 2022 and has held it in 18 quarters since. The position peaked at $3.18M in Q4 2025. 1,915 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Marks Group Wealth Management held 10,971 shares of IBM worth $3.09M as of Q2 2026.
  • Marks Group Wealth Management bought 463 IBM shares in Q2 2026, an estimated $117K.
  • IBM made up 0.27% of Marks Group Wealth Management's portfolio in Q2 2026, its #100 holding.
  • Marks Group Wealth Management first reported a position in IBM in Q1 2022 and has held it in 18 quarters since.
  • Marks Group Wealth Management's IBM position peaked at $3.18M in Q4 2025.
  • 1,915 funds tracked by Wall St. Rank held IBM as of Q2 2026.

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