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NavPoint Financial’s IBM IBM Stock Holding History

NavPoint Financial’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 		$351K Hold
1,247
– – 0.13% 58
2026
Q1 		$302K Hold
1,247
– – 0.12% 63
2025
Q4 		$369K Hold
1,247
– – 0.16% 56
2025
Q3 		$352K Hold
1,247
– – 0.18% 50
2025
Q2 		$368K Hold
1,247
– – 0.22% 48
2025
Q1 		$310K Hold
1,247
– – 0.22% 46
2024
Q4 		$274K Hold
1,247
– – 0.22% 44
2024
Q3 		$276K Hold
1,247
– – 0.22% 42
2024
Q2 		$216K Hold
1,247
– – 0.19% 43
2024
Q1 		$238K Hold
1,247
– – 0.21% 42
2023
Q4 		$204K Buy
+1,247
New +$188K 0.19% 43

Other funds holding IBM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

NavPoint Financial's IBM Position: Q2 2026 in Review

NavPoint Financial held its IBM (IBM) position steady in Q2 2026 at 1,247 shares worth $351K. The position accounts for 0.13% of the portfolio, ranked #58.

NavPoint Financial first reported a position in IBM in Q4 2023 and has held it in 11 quarters since. The position peaked at $369K in Q4 2025. 1,700 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • NavPoint Financial held 1,247 shares of IBM worth $351K as of Q2 2026.
  • NavPoint Financial left its IBM share count unchanged in Q2 2026.
  • IBM made up 0.13% of NavPoint Financial's portfolio in Q2 2026, its #58 holding.
  • NavPoint Financial first reported a position in IBM in Q4 2023 and has held it in 11 quarters since.
  • NavPoint Financial's IBM position peaked at $369K in Q4 2025.
  • 1,700 funds tracked by Wall St. Rank held IBM as of Q2 2026.

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