Mirabella Financial Services’s IBM IBM Stock Holding History

Mirabella Financial 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	–	Sell	-1,033	Closed	-$250K	–	915
2026 Q1	$250K	Buy	+1,033	New	+$280K	0.02%	613
2024 Q1	–	Sell	-5,200	Closed	-$850K	–	611
2023 Q4	$850K	Buy	+5,200	New	+$786K	0.11%	145
2023 Q3	–	Sell	-5,800	Closed	-$776K	–	496
2023 Q2	$776K	Sell	5,800 -2,129	-27%	-$275K	0.09%	242
2023 Q1	$1.04M	Buy	+7,929	New	+$1.06M	0.16%	132
2022 Q2	–	Sell	-30,731	Closed	-$2.42M	–	583
2022 Q1	$2.42M	Buy	+30,731	New	+$4.01M	0.27%	69
2021 Q2	–	Sell	-2,609	Closed	-$332K	–	349
2021 Q1	$332K	Sell	2,609 -40,369	-94%	-$4.83M	0.1%	152
2020 Q4	$5.17M	Buy	42,978 +37,891	+745%	+$4.38M	0.65%	63
2020 Q3	$592K	Buy	5,087 +1,354	+36%	+$159K	0.08%	121
2020 Q2	$431K	Buy	+3,733	New	+$434K	0.1%	94

Other funds holding IBM

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Mirabella Financial Services's IBM Position: Q2 2026 in Review

Mirabella Financial Services sold out of IBM (IBM) in Q2 2026, closing a stake of 1,033 shares — an estimated $250K sold.

Mirabella Financial Services first reported a position in IBM in Q2 2020 and held it in 9 quarters. The position peaked at $5.17M in Q4 2020. 1,915 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

Mirabella Financial Services reported no remaining IBM position as of Q2 2026 after selling out during the quarter.
Mirabella Financial Services sold 1,033 IBM shares in Q2 2026, an estimated $250K.
Mirabella Financial Services first reported a position in IBM in Q2 2020 and held it in 9 quarters.
Mirabella Financial Services's IBM position peaked at $5.17M in Q4 2020.
1,915 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Mirabella Financial Services's 13F filing for Q2 2026, filed 31 Jul 2026.