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Mattern Wealth Management’s IBM IBM Stock Holding History

Mattern 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 		$497K Buy
1,769
+31
+2% +$7.81K 0.08% 109
2026
Q1 		$421K Buy
1,738
+5
+0.3% +$1.35K 0.08% 100
2025
Q4 		$513K Buy
1,733
+5
+0.3% +$1.5K 0.1% 91
2025
Q3 		$488K Sell
1,728
-33
-2% -$8.64K 0.1% 92
2025
Q2 		$519K Hold
1,761
– – 0.11% 91
2025
Q1 		$438K Buy
1,761
+200
+13% +$48.9K 0.1% 107
2024
Q4 		$343K Sell
1,561
-300
-16% -$66.8K 0.08% 127
2024
Q3 		$411K Sell
1,861
-182
-9% -$35.7K 0.09% 119
2024
Q2 		$353K Sell
2,043
-50
-2% -$8.69K 0.08% 129
2024
Q1 		$400K Hold
2,093
– – 0.1% 124
2023
Q4 		$342K Hold
2,093
– – 0.09% 130
2023
Q3 		$294K Sell
2,093
-200
-9% -$28.5K 0.09% 135
2023
Q2 		$307K Sell
2,293
-34
-1% -$4.39K 0.09% 134
2023
Q1 		$305K Hold
2,327
– – 0.1% 140
2022
Q4 		$328K Hold
2,327
– – 0.13% 124
2022
Q3 		$276K Hold
2,327
– – 0.11% 127
2022
Q2 		$329K Buy
2,327
+34
+1% +$4.59K 0.13% 114
2022
Q1 		$298K Buy
2,293
+100
+5% +$13K 0.1% 130
2021
Q4 		$293K Buy
2,193
+4
+0.2% +$502 0.09% 146
2021
Q3 		$291K Hold
2,189
– – 0.1% 138
2021
Q2 		$291K Sell
2,189
-60
-3% -$8.21K 0.09% 140
2021
Q1 		$287K Sell
2,249
-209
-9% -$25K 0.1% 137
2020
Q4 		$296K Buy
+2,458
New +$284K 0.11% 132

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

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

Mattern Wealth Management increased its IBM (IBM) stake by 1.8% in Q2 2026, buying an estimated $7.81K and bringing the position to 1,769 shares worth $497K. The position accounts for 0.08% of the portfolio, ranked #109.

Mattern Wealth Management first reported a position in IBM in Q4 2020 and has held it in 23 quarters since. The position peaked at $519K in Q2 2025. 1,921 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Mattern Wealth Management held 1,769 shares of IBM worth $497K as of Q2 2026.
  • Mattern Wealth Management bought 31 IBM shares in Q2 2026, an estimated $7.81K.
  • IBM made up 0.08% of Mattern Wealth Management's portfolio in Q2 2026, its #109 holding.
  • Mattern Wealth Management first reported a position in IBM in Q4 2020 and has held it in 23 quarters since.
  • Mattern Wealth Management's IBM position peaked at $519K in Q2 2025.
  • 1,921 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Mattern Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.