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Modera Wealth Management’s IBM IBM Stock Holding History

Modera 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 		$6.37M Buy
22,644
+1,294
+6% +$326K 0.07% 165
2026
Q1 		$5.17M Sell
21,350
-1,214
-5% -$328K 0.06% 176
2025
Q4 		$6.68M Buy
22,564
+1,214
+6% +$364K 0.08% 165
2025
Q3 		$6.02M Sell
21,350
-104
-0.5% -$27.2K 0.07% 171
2025
Q2 		$6.32M Sell
21,454
-86
-0.4% -$22.2K 0.08% 163
2025
Q1 		$5.36M Buy
21,540
+278
+1% +$68K 0.07% 168
2024
Q4 		$4.67M Sell
21,262
-1,152
-5% -$257K 0.06% 184
2024
Q3 		$4.96M Buy
22,414
+2,915
+15% +$572K 0.06% 168
2024
Q2 		$3.37M Buy
19,499
+205
+1% +$35.6K 0.05% 188
2024
Q1 		$3.68M Buy
19,294
+1,731
+10% +$316K 0.06% 187
2023
Q4 		$2.87M Sell
17,563
-2
-0% -$302 0.05% 195
2023
Q3 		$2.46M Sell
17,565
-2,537
-13% -$361K 0.05% 194
2023
Q2 		$2.69M Buy
20,102
+7,874
+64% +$1.02M 0.05% 199
2023
Q1 		$1.6M Buy
12,228
+1,566
+15% +$210K 0.06% 106
2022
Q4 		$1.5M Sell
10,662
-548
-5% -$75.6K 0.06% 112
2022
Q3 		$1.33M Buy
11,210
+117
+1% +$15.4K 0.07% 113
2022
Q2 		$1.57M Buy
11,093
+60
+0.5% +$8.1K 0.07% 107
2022
Q1 		$1.43M Sell
11,033
-8,338
-43% -$1.09M 0.06% 126
2021
Q4 		$2.59M Buy
19,371
+7,047
+57% +$884K 0.1% 102
2021
Q3 		$1.64M Buy
12,324
+1,617
+15% +$216K 0.08% 80
2021
Q2 		$1.5M Sell
10,707
-280
-3% -$38.3K 0.08% 84
2021
Q1 		$1.4M Sell
10,987
-1,334
-11% -$160K 0.09% 78
2020
Q4 		$1.48M Buy
12,321
+2,333
+23% +$270K 0.12% 72
2020
Q3 		$1.16M Sell
9,988
-61
-0.6% -$7.18K 0.17% 48
2020
Q2 		$1.16M Buy
10,049
+5
+0% +$581 0.19% 50
2020
Q1 		$1.06M Buy
10,044
+211
+2% +$26.7K 0.22% 51
2019
Q4 		$1.26M Sell
9,833
-36
-0.4% -$4.68K 0.2% 41
2019
Q3 		$1.37M Buy
9,869
+168
+2% +$22.7K 0.23% 38
2019
Q2 		$1.28M Sell
9,701
-7,121
-42% -$935K 0.23% 39
2019
Q1 		$2.27M Buy
16,822
+6,913
+70% +$881K 0.42% 28
2018
Q4 		$1.08M Sell
9,909
-1,416
-13% -$170K 0.21% 41
2018
Q3 		$1.64M Buy
11,325
+501
+5% +$70K 0.33% 29
2018
Q2 		$1.45M Buy
10,824
+1,994
+23% +$278K 0.3% 30
2018
Q1 		$1.29M Sell
8,830
-245
-3% -$37.1K 0.27% 34
2017
Q4 		$1.33M Sell
9,075
-439
-5% -$63.8K 0.29% 32
2017
Q3 		$1.32M Sell
9,514
-630
-6% -$87.8K 0.3% 32
2017
Q2 		$1.49M Sell
10,144
-640
-6% -$96.5K 0.36% 27
2017
Q1 		$1.79M Buy
10,784
+1,726
+19% +$289K 0.45% 21
2016
Q4 		$1.44M Sell
9,058
-403
-4% -$61.4K 0.49% 23
2016
Q3 		$1.44M Buy
9,461
+758
+9% +$115K 0.48% 23
2016
Q2 		$1.26M Buy
8,703
+712
+9% +$102K 0.44% 25
2016
Q1 		$1.16M Buy
7,991
+1,607
+25% +$205K 0.4% 27
2015
Q4 		$840K Buy
6,384
+461
+8% +$61.9K 0.33% 29
2015
Q3 		$821K Buy
5,923
+17
+0.3% +$2.51K 0.34% 25
2015
Q2 		$918K Sell
5,906
-16
-0.3% -$2.57K 0.36% 28
2015
Q1 		$861K Buy
5,922
+347
+6% +$52.6K 0.34% 32
2014
Q4 		$855K Sell
5,575
-1,314
-19% -$209K 0.33% 33
2014
Q3 		$1.25M Buy
6,889
+1,274
+23% +$232K 0.53% 24
2014
Q2 		$973K Buy
5,615
+209
+4% +$37.6K 0.44% 25
2014
Q1 		$995K Sell
5,406
-247
-4% -$43.5K 0.39% 25
2013
Q4 		$1.01M Buy
5,653
+24
+0.4% +$4.14K 0.39% 30
2013
Q3 		$997K Sell
5,629
-92
-2% -$16.7K 0.48% 22
2013
Q2 		$1.04M Buy
+5,721
New +$1.11M 0.54% 19

Other funds holding IBM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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

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

Modera Wealth Management increased its IBM (IBM) stake by 6.1% in Q2 2026, buying an estimated $326K and bringing the position to 22,644 shares worth $6.37M. The position accounts for 0.07% of the portfolio, ranked #165.

Modera Wealth Management first reported a position in IBM in Q2 2013 and has held it in 53 quarters since. The position peaked at $6.68M in Q4 2025. 1,952 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Modera Wealth Management held 22,644 shares of IBM worth $6.37M as of Q2 2026.
  • Modera Wealth Management bought 1,294 IBM shares in Q2 2026, an estimated $326K.
  • IBM made up 0.07% of Modera Wealth Management's portfolio in Q2 2026, its #165 holding.
  • Modera Wealth Management first reported a position in IBM in Q2 2013 and has held it in 53 quarters since.
  • Modera Wealth Management's IBM position peaked at $6.68M in Q4 2025.
  • 1,952 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Modera Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.