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MFG Wealth Management’s IBM IBM Stock Holding History

MFG 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 		$4.27M Buy
15,182
+6,779
+81% +$1.71M 3.05% 2
2026
Q1 		$2.04M Sell
8,403
-1,433
-15% -$388K 1.69% 24
2025
Q4 		$2.91M Buy
+9,836
New +$2.95M 2.27% 14
2025
Q1 		– Sell
-12,721
Closed -$2.8M – 63
2024
Q4 		$2.8M Buy
+12,721
New +$2.83M 2.56% 13

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
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
EOJOAM
E. Ohman J:or Asset Management Stockholm, Sweden $4.3B AUM 29.55% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

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

MFG Wealth Management increased its IBM (IBM) stake by 81% in Q2 2026, buying an estimated $1.71M and bringing the position to 15,182 shares worth $4.27M. The position accounts for 3.05% of the portfolio, ranked #2.

MFG Wealth Management first reported a position in IBM in Q4 2024 and has held it in 4 quarters since. 816 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • MFG Wealth Management held 15,182 shares of IBM worth $4.27M as of Q2 2026.
  • MFG Wealth Management bought 6,779 IBM shares in Q2 2026, an estimated $1.71M.
  • IBM made up 3.05% of MFG Wealth Management's portfolio in Q2 2026, its #2 holding.
  • MFG Wealth Management first reported a position in IBM in Q4 2024 and has held it in 4 quarters since.
  • 816 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on MFG Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.