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Narus Financial Partners’s IBM IBM Stock Holding History

Narus Financial 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 		$1.6M Buy
5,704
+76
+1% +$19.1K 0.41% 46
2026
Q1 		$1.36M Buy
5,628
+93
+2% +$25.2K 0.36% 49
2025
Q4 		$1.64M Sell
5,535
-20
-0.4% -$5.99K 0.45% 41
2025
Q3 		$1.57M Buy
5,555
+3,125
+129% +$818K 0.43% 45
2025
Q2 		$716K Buy
2,430
+42
+2% +$10.8K 0.22% 71
2025
Q1 		$594K Buy
2,388
+150
+7% +$36.7K 0.2% 71
2024
Q4 		$492K Buy
2,238
+175
+8% +$39K 0.17% 80
2024
Q3 		$456K Buy
2,063
+77
+4% +$15.1K 0.16% 86
2024
Q2 		$343K Buy
1,986
+7
+0.4% +$1.22K 0.14% 103
2024
Q1 		$378K Buy
1,979
+153
+8% +$27.9K 0.16% 93
2023
Q4 		$299K Buy
1,826
+242
+15% +$36.6K 0.14% 100
2023
Q3 		$222K Buy
1,584
+55
+4% +$7.83K 0.11% 118
2023
Q2 		$205K Buy
+1,529
New +$197K 0.11% 116
2021
Q1 		$250K Buy
+1,962
New +$235K 0.15% 88
2019
Q4 		$307K Sell
2,394
-1,061
-31% -$138K 0.21% 53
2019
Q3 		$480K Sell
3,455
-9
-0.3% -$1.21K 0.35% 34
2019
Q2 		$457K Buy
+3,464
New +$455K 0.35% 34
2017
Q3 		$522K Buy
3,764
+82
+2% +$11.4K 0.46% 33
2017
Q2 		$541K Sell
3,682
-202
-5% -$30.5K 0.5% 28
2017
Q1 		$647K Buy
3,884
+36
+0.9% +$6.04K 0.63% 24
2016
Q4 		$611K Buy
+3,848
New +$586K 0.64% 25

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
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 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
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

Narus Financial Partners's IBM Position: Q2 2026 in Review

Narus Financial Partners increased its IBM (IBM) stake by 1.4% in Q2 2026, buying an estimated $19.1K and bringing the position to 5,704 shares worth $1.6M. The position accounts for 0.41% of the portfolio, ranked #46.

Narus Financial Partners first reported a position in IBM in Q4 2016 and has held it in 21 quarters since. The position peaked at $1.64M in Q4 2025. 1,915 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Narus Financial Partners held 5,704 shares of IBM worth $1.6M as of Q2 2026.
  • Narus Financial Partners bought 76 IBM shares in Q2 2026, an estimated $19.1K.
  • IBM made up 0.41% of Narus Financial Partners's portfolio in Q2 2026, its #46 holding.
  • Narus Financial Partners first reported a position in IBM in Q4 2016 and has held it in 21 quarters since.
  • Narus Financial Partners's IBM position peaked at $1.64M in Q4 2025.
  • 1,915 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Narus Financial Partners's 13F filing for Q2 2026, filed 31 Jul 2026.