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MBL Wealth’s IBM IBM Stock Holding History

MBL 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 		$2.15M Sell
7,662
-902
-11% -$227K 0.15% 87
2026
Q1 		$2.08M Buy
8,564
+369
+5% +$99.8K 0.16% 82
2025
Q4 		$2.43M Buy
8,195
+3,477
+74% +$1.04M 0.19% 75
2025
Q3 		$1.33M Buy
4,718
+169
+4% +$44.2K 0.12% 93
2025
Q2 		$1.34M Buy
4,549
+9
+0.2% +$2.32K 0.13% 86
2025
Q1 		$1.13M Buy
4,540
+919
+25% +$225K 0.11% 85
2024
Q4 		$796K Buy
3,621
+18
+0.5% +$4.01K 0.08% 105
2024
Q3 		$797K Buy
3,603
+1,318
+58% +$258K 0.09% 110
2024
Q2 		$395K Sell
2,285
-1,376
-38% -$239K 0.04% 143
2024
Q1 		$699K Buy
3,661
+69
+2% +$12.6K 0.08% 107
2023
Q4 		$587K Buy
3,592
+1,574
+78% +$238K 0.07% 107
2023
Q3 		$283K Buy
2,018
+497
+33% +$70.7K 0.04% 142
2023
Q2 		$204K Sell
1,521
-285
-16% -$36.8K 0.03% 170
2023
Q1 		$237K Buy
1,806
+317
+21% +$42.4K 0.04% 140
2022
Q4 		$210K Buy
+1,489
New +$205K 0.04% 151

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

MBL Wealth's IBM Position: Q2 2026 in Review

MBL Wealth reduced its IBM (IBM) stake by 11% in Q2 2026, selling an estimated $227K and leaving 7,662 shares worth $2.15M. The position accounts for 0.15% of the portfolio, ranked #87.

MBL Wealth first reported a position in IBM in Q4 2022 and has held it in 15 quarters since. The position peaked at $2.43M in Q4 2025. 1,915 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • MBL Wealth held 7,662 shares of IBM worth $2.15M as of Q2 2026.
  • MBL Wealth sold 902 IBM shares in Q2 2026, an estimated $227K.
  • IBM made up 0.15% of MBL Wealth's portfolio in Q2 2026, its #87 holding.
  • MBL Wealth first reported a position in IBM in Q4 2022 and has held it in 15 quarters since.
  • MBL Wealth's IBM position peaked at $2.43M in Q4 2025.
  • 1,915 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on MBL Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.