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Montz Harcus Wealth Management’s IBM IBM Stock Holding History

Montz Harcus 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 		$871K Buy
3,096
+51
+2% +$12.8K 0.31% 35
2026
Q1 		$738K Sell
3,045
-79
-3% -$21.4K 0.3% 37
2025
Q4 		$925K Sell
3,124
-462
-13% -$138K 0.38% 32
2025
Q3 		$1.01M Buy
3,586
+393
+12% +$103K 0.44% 29
2025
Q2 		$941K Sell
3,193
-47
-1% -$12.1K 0.45% 28
2025
Q1 		$806K Buy
3,240
+24
+0.7% +$5.87K 0.44% 28
2024
Q4 		$707K Buy
3,216
+21
+0.7% +$4.68K 0.4% 29
2024
Q3 		$706K Buy
3,195
+41
+1% +$8.04K 0.41% 27
2024
Q2 		$545K Buy
3,154
+22
+0.7% +$3.82K 0.35% 30
2024
Q1 		$598K Buy
3,132
+26
+0.8% +$4.74K 0.4% 30
2023
Q4 		$508K Buy
3,106
+180
+6% +$27.2K 0.39% 30
2023
Q3 		$411K Hold
2,926
– – 0.35% 31
2023
Q2 		$392K Sell
2,926
-49
-2% -$6.32K 0.32% 35
2023
Q1 		$390K Buy
2,975
+29
+1% +$3.88K 0.36% 32
2022
Q4 		$415K Buy
2,946
+64
+2% +$8.83K 0.41% 29
2022
Q3 		$342K Sell
2,882
-42
-1% -$5.51K 0.38% 30
2022
Q2 		$413K Buy
2,924
+116
+4% +$15.7K 0.44% 29
2022
Q1 		$365K Buy
2,808
+139
+5% +$18.1K 0.33% 34
2021
Q4 		$357K Buy
+2,669
New +$335K 0.31% 34

Other funds holding IBM

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 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
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
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
WG
Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return

Montz Harcus Wealth Management's IBM Position: Q2 2026 in Review

Montz Harcus Wealth Management increased its IBM (IBM) stake by 1.7% in Q2 2026, buying an estimated $12.8K and bringing the position to 3,096 shares worth $871K. The position accounts for 0.31% of the portfolio, ranked #35.

Montz Harcus Wealth Management first reported a position in IBM in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.01M in Q3 2025. 1,245 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Montz Harcus Wealth Management held 3,096 shares of IBM worth $871K as of Q2 2026.
  • Montz Harcus Wealth Management bought 51 IBM shares in Q2 2026, an estimated $12.8K.
  • IBM made up 0.31% of Montz Harcus Wealth Management's portfolio in Q2 2026, its #35 holding.
  • Montz Harcus Wealth Management first reported a position in IBM in Q4 2021 and has held it in 19 quarters since.
  • Montz Harcus Wealth Management's IBM position peaked at $1.01M in Q3 2025.
  • 1,245 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Montz Harcus Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.