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Moller Wealth Partners’s IBM IBM Stock Holding History

Moller Wealth Partners’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 		$249K Buy
+886
New +$223K 0.05% 70
2019
Q1 		– Sell
-2,040
Closed -$235K – 59
2018
Q4 		$235K Buy
+2,040
New +$245K 0.15% 56
2014
Q2 		– Sell
-1,129
Closed -$208K – 49
2014
Q1 		$208K Buy
+1,129
New +$199K 0.11% 50

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

Moller Wealth Partners's IBM Position: Q2 2026 in Review

Moller Wealth Partners opened a new position in IBM (IBM) in Q2 2026: 886 shares worth $249K. The stake represents 0.05% of the portfolio and ranks #70 among its holdings. This is a return to the name: Moller Wealth Partners previously reported a position in IBM as recently as Q4 2018.

Moller Wealth Partners first reported a position in IBM in Q1 2014 and has held it in 3 quarters since. 975 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Moller Wealth Partners held 886 shares of IBM worth $249K as of Q2 2026.
  • IBM was a new Moller Wealth Partners position in Q2 2026.
  • IBM made up 0.05% of Moller Wealth Partners's portfolio in Q2 2026, its #70 holding.
  • Moller Wealth Partners first reported a position in IBM in Q1 2014 and has held it in 3 quarters since.
  • 975 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Moller Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.