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McGlone Suttner Wealth Management’s IBM IBM Stock Holding History

McGlone Suttner 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 		$1.22M Buy
4,341
+38
+0.9% +$9.57K 0.14% 75
2026
Q1 		$1.04M Buy
4,303
+597
+16% +$162K 0.14% 76
2025
Q4 		$1.1M Buy
3,706
+148
+4% +$44.3K 0.15% 71
2025
Q3 		$1M Buy
3,558
+53
+2% +$13.9K 0.14% 72
2025
Q2 		$1.03M Buy
3,505
+95
+3% +$24.5K 0.16% 69
2025
Q1 		$848K Buy
3,410
+139
+4% +$34K 0.14% 80
2024
Q4 		$719K Buy
3,271
+231
+8% +$51.4K 0.12% 79
2024
Q3 		$672K Buy
3,040
+674
+28% +$132K 0.14% 80
2024
Q2 		$387K Sell
2,366
-318
-12% -$55.3K 0.08% 100
2024
Q1 		$513K Buy
2,684
+318
+13% +$58K 0.1% 94
2023
Q4 		$387K Sell
2,366
-111
-4% -$16.8K 0.08% 100
2023
Q3 		$347K Buy
2,477
+142
+6% +$20.2K 0.08% 96
2023
Q2 		$312K Buy
2,335
+61
+3% +$7.87K 0.07% 106
2023
Q1 		$298K Buy
2,274
+122
+6% +$16.3K 0.08% 105
2022
Q4 		$303K Buy
+2,152
New +$297K 0.1% 95

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
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
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
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 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

McGlone Suttner Wealth Management's IBM Position: Q2 2026 in Review

McGlone Suttner Wealth Management increased its IBM (IBM) stake by 0.88% in Q2 2026, buying an estimated $9.57K and bringing the position to 4,341 shares worth $1.22M. The position accounts for 0.14% of the portfolio, ranked #75.

McGlone Suttner Wealth Management first reported a position in IBM in Q4 2022 and has held it in 15 quarters since. 1,487 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • McGlone Suttner Wealth Management held 4,341 shares of IBM worth $1.22M as of Q2 2026.
  • McGlone Suttner Wealth Management bought 38 IBM shares in Q2 2026, an estimated $9.57K.
  • IBM made up 0.14% of McGlone Suttner Wealth Management's portfolio in Q2 2026, its #75 holding.
  • McGlone Suttner Wealth Management first reported a position in IBM in Q4 2022 and has held it in 15 quarters since.
  • 1,487 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on McGlone Suttner Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.