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MinichMacGregor Wealth Management’s IBM IBM Stock Holding History

MinichMacGregor 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 		$283K Buy
1,006
+31
+3% +$7.81K 0.04% 119
2026
Q1 		$237K Buy
975
+63
+7% +$17K 0.04% 112
2025
Q4 		$270K Buy
912
+22
+2% +$6.59K 0.05% 110
2025
Q3 		$251K Sell
890
-648
-42% -$170K 0.05% 122
2025
Q2 		$453K Sell
1,538
-54
-3% -$13.9K 0.1% 74
2025
Q1 		$396K Buy
+1,592
New +$389K 0.09% 74
2023
Q1 		– Sell
-523
Closed -$73.8K – 327
2022
Q4 		$73.8K Buy
+523
New +$72.1K 0.03% 147
2018
Q4 		– Sell
-1,443
Closed -$211K – 271
2018
Q3 		$211K Sell
1,443
-923
-39% -$129K 0.14% 40
2018
Q2 		$316K Sell
2,366
-628
-21% -$87.6K 0.23% 35
2018
Q1 		$439K Hold
2,994
– – 0.34% 27
2017
Q4 		$439K Buy
2,994
+213
+8% +$31K 0.34% 26
2017
Q3 		$385K Sell
2,781
-63
-2% -$8.78K 0.32% 27
2017
Q2 		$418K Buy
2,844
+2
+0.1% +$302 0.36% 25
2017
Q1 		$473K Sell
2,842
-45
-2% -$7.55K 0.43% 24
2016
Q4 		$458K Buy
2,887
+1
+0% +$152 0.43% 25
2016
Q3 		$438K Hold
2,886
– – 0.41% 25
2016
Q2 		$418K Sell
2,886
-31
-1% -$4.44K 0.39% 26
2016
Q1 		$422K Buy
2,917
+46
+2% +$5.88K 0.41% 25
2015
Q4 		$465K Buy
+2,871
New +$386K 0.43% 27

Other funds holding IBM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

MinichMacGregor Wealth Management increased its IBM (IBM) stake by 3.2% in Q2 2026, buying an estimated $7.81K and bringing the position to 1,006 shares worth $283K. The position accounts for 0.04% of the portfolio, ranked #119.

MinichMacGregor Wealth Management first reported a position in IBM in Q4 2015 and has held it in 19 quarters since. The position peaked at $473K in Q1 2017. 1,710 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • MinichMacGregor Wealth Management held 1,006 shares of IBM worth $283K as of Q2 2026.
  • MinichMacGregor Wealth Management bought 31 IBM shares in Q2 2026, an estimated $7.81K.
  • IBM made up 0.04% of MinichMacGregor Wealth Management's portfolio in Q2 2026, its #119 holding.
  • MinichMacGregor Wealth Management first reported a position in IBM in Q4 2015 and has held it in 19 quarters since.
  • MinichMacGregor Wealth Management's IBM position peaked at $473K in Q1 2017.
  • 1,710 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on MinichMacGregor Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.