MWA Asset Management’s IBM IBM Stock Holding History

MWA Asset 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	$1.65M	Sell	5,866 -1,235	-17%	-$311K	0.75%	39
2026 Q1	$1.72M	Buy	7,101 +768	+12%	+$208K	0.94%	32
2025 Q4	$1.88M	Sell	6,333 -181	-3%	-$54.2K	1.05%	28
2025 Q3	$1.84M	Buy	6,514 +310	+5%	+$81.1K	1.01%	30
2025 Q2	$1.83M	Buy	6,204 +254	+4%	+$65.4K	1.12%	30
2025 Q1	$1.48M	Buy	5,950 +663	+13%	+$162K	1.03%	32
2024 Q4	$1.16M	Buy	5,287 +2,542	+93%	+$566K	0.77%	43
2024 Q3	$607K	Buy	2,745 +63	+2%	+$12.4K	0.4%	73
2024 Q2	$464K	Sell	2,682 -21	-0.8%	-$3.65K	0.33%	79
2024 Q1	$516K	Buy	+2,703	New	+$493K	0.37%	77

Other funds holding IBM

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

MWA Asset Management's IBM Position: Q2 2026 in Review

MWA Asset Management reduced its IBM (IBM) stake by 17% in Q2 2026, selling an estimated $311K and leaving 5,866 shares worth $1.65M. The position accounts for 0.75% of the portfolio, ranked #39.

MWA Asset Management first reported a position in IBM in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.88M in Q4 2025. 1,915 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

MWA Asset Management held 5,866 shares of IBM worth $1.65M as of Q2 2026.
MWA Asset Management sold 1,235 IBM shares in Q2 2026, an estimated $311K.
IBM made up 0.75% of MWA Asset Management's portfolio in Q2 2026, its #39 holding.
MWA Asset Management first reported a position in IBM in Q1 2024 and has held it in 10 quarters since.
MWA Asset Management's IBM position peaked at $1.88M in Q4 2025.
1,915 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on MWA Asset Management's 13F filing for Q2 2026, filed 31 Jul 2026.