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MBM Wealth Consultants’s IBM IBM Stock Holding History

MBM Wealth Consultants’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 		$841K Buy
2,992
+439
+17% +$111K 0.16% 66
2026
Q1 		$619K Buy
2,553
+133
+5% +$36K 0.14% 66
2025
Q4 		$717K Sell
2,420
-76
-3% -$22.8K 0.17% 62
2025
Q3 		$704K Buy
2,496
+12
+0.5% +$3.14K 0.17% 62
2025
Q2 		$732K Sell
2,484
-15
-0.6% -$3.87K 0.2% 63
2025
Q1 		$621K Buy
2,499
+129
+5% +$31.6K 0.18% 58
2024
Q4 		$521K Buy
2,370
+30
+1% +$6.68K 0.16% 62
2024
Q3 		$517K Sell
2,340
-19
-0.8% -$3.73K 0.16% 60
2024
Q2 		$416K Buy
2,359
+19
+0.8% +$3.3K 0.14% 66
2024
Q1 		$447K Sell
2,340
-49
-2% -$8.94K 0.16% 63
2023
Q4 		$447K Sell
2,389
-261
-10% -$39.4K 0.17% 61
2023
Q3 		$367K Buy
2,650
+49
+2% +$6.97K 0.16% 65
2023
Q2 		$346K Sell
2,601
-400
-13% -$51.6K 0.15% 68
2023
Q1 		$416K Hold
3,001
– – 0.17% 59
2022
Q4 		$425K Buy
3,001
+565
+23% +$77.9K 0.2% 59
2022
Q3 		$296K Sell
2,436
-20
-0.8% -$2.63K 0.14% 67
2022
Q2 		$347K Sell
2,456
-302
-11% -$40.8K 0.17% 63
2022
Q1 		$359K Sell
2,758
-2,151
-44% -$281K 0.15% 72
2021
Q4 		$656K Sell
4,909
-3,722
-43% -$467K 0.27% 50
2021
Q3 		$1.21M Hold
8,631
– – 0.55% 32
2021
Q2 		$1.21M Sell
8,631
-715
-8% -$97.8K 0.57% 31
2021
Q1 		$1.19M Buy
9,346
+134
+1% +$16K 0.6% 32
2020
Q4 		$1.11M Buy
+9,212
New +$1.06M 0.6% 31
2020
Q2 		– Sell
-14
Closed -$1K – 213
2020
Q1 		$1K Hold
14
– – ﹤0.01% 193
2019
Q4 		$2K Hold
14
– – ﹤0.01% 199
2019
Q3 		$2K Hold
14
– – ﹤0.01% 196
2019
Q2 		$2K Hold
14
– – ﹤0.01% 204
2019
Q1 		$2K Hold
14
– – ﹤0.01% 200
2018
Q4 		$1K Buy
+14
New +$1.68K ﹤0.01% 223

Other funds holding IBM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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
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
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

MBM Wealth Consultants's IBM Position: Q2 2026 in Review

MBM Wealth Consultants increased its IBM (IBM) stake by 17% in Q2 2026, buying an estimated $111K and bringing the position to 2,992 shares worth $841K. The position accounts for 0.16% of the portfolio, ranked #66.

MBM Wealth Consultants first reported a position in IBM in Q4 2018 and has held it in 29 quarters since. The position peaked at $1.21M in Q3 2021. 1,783 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • MBM Wealth Consultants held 2,992 shares of IBM worth $841K as of Q2 2026.
  • MBM Wealth Consultants bought 439 IBM shares in Q2 2026, an estimated $111K.
  • IBM made up 0.16% of MBM Wealth Consultants's portfolio in Q2 2026, its #66 holding.
  • MBM Wealth Consultants first reported a position in IBM in Q4 2018 and has held it in 29 quarters since.
  • MBM Wealth Consultants's IBM position peaked at $1.21M in Q3 2021.
  • 1,783 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on MBM Wealth Consultants's 13F filing for Q2 2026, filed 24 Jul 2026.