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MFA Wealth Services’s IBM IBM Stock Holding History

MFA Wealth Services’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 		$784K Buy
2,789
+455
+19% +$115K 0.47% 59
2026
Q1 		$566K Buy
2,334
+203
+10% +$54.9K 0.37% 74
2025
Q4 		$631K Sell
2,131
-407
-16% -$122K 0.43% 66
2025
Q3 		$716K Buy
2,538
+42
+2% +$11K 0.49% 57
2025
Q2 		$736K Buy
2,496
+31
+1% +$7.99K 0.55% 47
2025
Q1 		$613K Buy
2,465
+57
+2% +$13.9K 0.5% 51
2024
Q4 		$529K Buy
+2,408
New +$536K 0.42% 62

Other funds holding IBM

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 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
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
BHIA
Birch Hill Investment Advisors Boston, Massachusetts $2.47B AUM 20.95% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

MFA Wealth Services's IBM Position: Q2 2026 in Review

MFA Wealth Services increased its IBM (IBM) stake by 19% in Q2 2026, buying an estimated $115K and bringing the position to 2,789 shares worth $784K. The position accounts for 0.47% of the portfolio, ranked #59.

MFA Wealth Services first reported a position in IBM in Q4 2024 and has held it in 7 quarters since. 984 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • MFA Wealth Services held 2,789 shares of IBM worth $784K as of Q2 2026.
  • MFA Wealth Services bought 455 IBM shares in Q2 2026, an estimated $115K.
  • IBM made up 0.47% of MFA Wealth Services's portfolio in Q2 2026, its #59 holding.
  • MFA Wealth Services first reported a position in IBM in Q4 2024 and has held it in 7 quarters since.
  • 984 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on MFA Wealth Services's 13F filing for Q2 2026, filed 22 Jul 2026.