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MPS Loria Financial Planners’s IBM IBM Stock Holding History

MPS Loria Financial Planners’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 		$521K Buy
1,854
+44
+2% +$11.1K 0.12% 50
2026
Q1 		$439K Buy
1,810
+7
+0.4% +$1.89K 0.12% 57
2025
Q4 		$534K Sell
1,803
-81
-4% -$24.3K 0.14% 43
2025
Q3 		$532K Sell
1,884
-3
-0.2% -$785 0.14% 43
2025
Q2 		$556K Sell
1,887
-254
-12% -$65.4K 0.16% 41
2025
Q1 		$532K Buy
2,141
+7
+0.3% +$1.71K 0.16% 40
2024
Q4 		$469K Buy
2,134
+8
+0.4% +$1.78K 0.14% 42
2024
Q3 		$470K Sell
2,126
-159
-7% -$31.2K 0.14% 42
2024
Q2 		$395K Buy
2,285
+9
+0.4% +$1.56K 0.13% 48
2024
Q1 		$435K Sell
2,276
-170
-7% -$31K 0.15% 45
2023
Q4 		$400K Buy
2,446
+41
+2% +$6.2K 0.14% 45
2023
Q3 		$337K Hold
2,405
– – 0.13% 50
2023
Q2 		$322K Buy
2,405
+11
+0.5% +$1.42K 0.12% 57
2023
Q1 		$314K Sell
2,394
-86
-3% -$11.5K 0.13% 53
2022
Q4 		$349K Buy
2,480
+116
+5% +$16K 0.16% 48
2022
Q3 		$281K Buy
2,364
+62
+3% +$8.14K 0.11% 55
2022
Q2 		$325K Buy
2,302
+111
+5% +$15K 0.15% 54
2022
Q1 		$284K Sell
2,191
-8
-0.4% -$1.04K 0.12% 61
2021
Q4 		$294K Sell
2,199
-1
-0% -$125 0.12% 63
2021
Q3 		$292K Buy
2,200
+10
+0.5% +$1.34K 0.13% 60
2021
Q2 		$307K Buy
2,190
+148
+7% +$20.2K 0.14% 56
2021
Q1 		$260K Buy
2,042
+528
+35% +$63.2K 0.12% 64
2020
Q4 		$179K Buy
1,514
+250
+20% +$28.9K 0.08% 79
2020
Q3 		$147K Buy
1,264
+12
+1% +$1.41K 0.08% 79
2020
Q2 		$145K Buy
+1,252
New +$145K 0.08% 82
2017
Q3 		– Sell
-1,146
Closed -$156K – 205
2017
Q2 		$156K Buy
+1,146
New +$173K 0.1% 85

Other funds holding IBM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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
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
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

MPS Loria Financial Planners's IBM Position: Q2 2026 in Review

MPS Loria Financial Planners increased its IBM (IBM) stake by 2.4% in Q2 2026, buying an estimated $11.1K and bringing the position to 1,854 shares worth $521K. The position accounts for 0.12% of the portfolio, ranked #50.

MPS Loria Financial Planners first reported a position in IBM in Q2 2017 and has held it in 26 quarters since. The position peaked at $556K in Q2 2025. 1,822 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • MPS Loria Financial Planners held 1,854 shares of IBM worth $521K as of Q2 2026.
  • MPS Loria Financial Planners bought 44 IBM shares in Q2 2026, an estimated $11.1K.
  • IBM made up 0.12% of MPS Loria Financial Planners's portfolio in Q2 2026, its #50 holding.
  • MPS Loria Financial Planners first reported a position in IBM in Q2 2017 and has held it in 26 quarters since.
  • MPS Loria Financial Planners's IBM position peaked at $556K in Q2 2025.
  • 1,822 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on MPS Loria Financial Planners's 13F filing for Q2 2026, filed 30 Jul 2026.