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Morey & Quinn Wealth Partners’s IBM IBM Stock Holding History

Morey & Quinn 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 		$250K Buy
888
+9
+1% +$2.27K 0.16% 119
2026
Q1 		$213K Buy
+879
New +$238K 0.15% 127

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
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 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

Morey & Quinn Wealth Partners's IBM Position: Q2 2026 in Review

Morey & Quinn Wealth Partners increased its IBM (IBM) stake by 1% in Q2 2026, buying an estimated $2.27K and bringing the position to 888 shares worth $250K. The position accounts for 0.16% of the portfolio, ranked #119.

Morey & Quinn Wealth Partners first reported a position in IBM in Q1 2026 and has held it in 2 quarters since. 2,127 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Morey & Quinn Wealth Partners held 888 shares of IBM worth $250K as of Q2 2026.
  • Morey & Quinn Wealth Partners bought 9 IBM shares in Q2 2026, an estimated $2.27K.
  • IBM made up 0.16% of Morey & Quinn Wealth Partners's portfolio in Q2 2026, its #119 holding.
  • Morey & Quinn Wealth Partners first reported a position in IBM in Q1 2026 and has held it in 2 quarters since.
  • 2,127 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Morey & Quinn Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.