NFG
IBM icon

Nations Financial Group’s IBM IBM Stock Holding History

Nations Financial Group’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 		$4.1M Sell
14,566
-8,589
-37% -$2.16M 0.2% 123
2026
Q1 		$5.61M Sell
23,155
-281
-1% -$76K 0.29% 85
2025
Q4 		$6.94M Buy
23,436
+2,397
+11% +$718K 0.37% 62
2025
Q3 		$5.94M Buy
21,039
+194
+0.9% +$50.8K 0.37% 63
2025
Q2 		$6.14M Buy
20,845
+357
+2% +$92K 0.42% 57
2025
Q1 		$5.09M Buy
20,488
+50
+0.2% +$12.2K 0.39% 60
2024
Q4 		$4.49M Buy
20,438
+824
+4% +$184K 0.33% 77
2024
Q3 		$4.34M Buy
19,614
+1,780
+10% +$349K 0.31% 76
2024
Q2 		$3.08M Buy
17,834
+1,540
+9% +$268K 0.25% 92
2024
Q1 		$3.11M Buy
16,294
+1,906
+13% +$348K 0.26% 90
2023
Q4 		$2.35M Buy
14,388
+5,763
+67% +$871K 0.22% 112
2023
Q3 		$1.21M Buy
8,625
+90
+1% +$12.8K 0.12% 201
2023
Q2 		$1.14M Buy
8,535
+142
+2% +$18.3K 0.11% 214
2023
Q1 		$1.1M Buy
8,393
+417
+5% +$55.8K 0.12% 210
2022
Q4 		$1.12M Buy
7,976
+1,176
+17% +$162K 0.13% 202
2022
Q3 		$808K Buy
6,800
+70
+1% +$9.19K 0.12% 199
2022
Q2 		$950K Buy
6,730
+167
+3% +$22.5K 0.13% 200
2022
Q1 		$853K Buy
6,563
+430
+7% +$56.1K 0.1% 215
2021
Q4 		$820K Buy
6,133
+530
+9% +$66.5K 0.11% 200
2021
Q3 		$744K Sell
5,603
-159
-3% -$21.3K 0.11% 205
2021
Q2 		$808K Sell
5,762
-346
-6% -$47.3K 0.14% 185
2021
Q1 		$778K Buy
6,108
+299
+5% +$35.8K 0.18% 159
2020
Q4 		$699K Sell
5,809
-840
-13% -$97.1K 0.18% 147
2020
Q3 		$773K Sell
6,649
-1,004
-13% -$118K 0.24% 124
2020
Q2 		$884K Buy
7,653
+605
+9% +$70.3K 0.31% 94
2020
Q1 		$748K Sell
7,048
-1,188
-14% -$150K 0.32% 96
2019
Q4 		$1.05M Buy
8,236
+385
+5% +$50K 0.36% 79
2019
Q3 		$1M Buy
7,851
+925
+13% +$125K 0.36% 76
2019
Q2 		$913K Sell
6,926
-671
-9% -$88.2K 0.6% 39
2019
Q1 		$1.02M Buy
7,597
+140
+2% +$17.8K 0.7% 33
2018
Q4 		$810K Buy
7,457
+672
+10% +$80.7K 0.65% 38
2018
Q3 		$981K Buy
6,785
+768
+13% +$107K 0.7% 30
2018
Q2 		$804K Sell
6,017
-490
-8% -$68.3K 0.67% 35
2018
Q1 		$955K Buy
6,507
+51
+0.8% +$7.72K 0.87% 24
2017
Q4 		$947K Buy
6,456
+98
+2% +$14.3K 0.87% 23
2017
Q3 		$882K Sell
6,358
-1,509
-19% -$210K 0.86% 26
2017
Q2 		$1.16M Buy
7,867
+59
+0.8% +$8.89K 0.95% 23
2017
Q1 		$1.3M Sell
7,808
-88
-1% -$14.8K 1.27% 16
2016
Q4 		$1.25M Buy
7,896
+2,507
+47% +$382K 1.35% 16
2016
Q3 		$818K Buy
5,389
+58
+1% +$8.8K 0.81% 39
2016
Q2 		$774K Buy
5,331
+688
+15% +$98.5K 0.81% 40
2016
Q1 		$672K Sell
4,643
-60
-1% -$7.66K 0.77% 39
2015
Q4 		$619K Buy
+4,703
New +$632K 0.81% 42

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
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
BHIA
Birch Hill Investment Advisors Boston, Massachusetts $2.47B AUM 20.95% 1-Year Est. Return

Nations Financial Group's IBM Position: Q2 2026 in Review

Nations Financial Group reduced its IBM (IBM) stake by 37% in Q2 2026, selling an estimated $2.16M and leaving 14,566 shares worth $4.1M. The position accounts for 0.2% of the portfolio, ranked #123.

Nations Financial Group first reported a position in IBM in Q4 2015 and has held it in 43 quarters since. The position peaked at $6.94M in Q4 2025. 1,124 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Nations Financial Group held 14,566 shares of IBM worth $4.1M as of Q2 2026.
  • Nations Financial Group sold 8,589 IBM shares in Q2 2026, an estimated $2.16M.
  • IBM made up 0.2% of Nations Financial Group's portfolio in Q2 2026, its #123 holding.
  • Nations Financial Group first reported a position in IBM in Q4 2015 and has held it in 43 quarters since.
  • Nations Financial Group's IBM position peaked at $6.94M in Q4 2025.
  • 1,124 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Nations Financial Group's 13F filing for Q2 2026, filed 23 Jul 2026.