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Next Level Private’s IBM IBM Stock Holding History

Next Level Private’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 		$6.5M Buy
23,118
+156
+0.7% +$39.3K 1.27% 20
2026
Q1 		$5.57M Buy
22,962
+1,257
+6% +$340K 1.26% 20
2025
Q4 		$6.43M Sell
21,705
-311
-1% -$93.1K 1.69% 15
2025
Q3 		$6.37M Buy
22,016
+65
+0.3% +$17K 1.85% 16
2025
Q2 		$6.47M Buy
21,951
+274
+1% +$70.6K 2.11% 15
2025
Q1 		$5.39M Buy
21,677
+115
+0.5% +$28.1K 2.01% 14
2024
Q4 		$4.74M Buy
21,562
+50
+0.2% +$11.1K 1.91% 16
2024
Q3 		$4.76M Buy
21,512
+59
+0.3% +$11.6K 1.95% 17
2024
Q2 		$3.71M Buy
21,453
+191
+0.9% +$33.2K 1.7% 17
2024
Q1 		$4.06M Buy
21,262
+51
+0.2% +$9.3K 1.86% 15
2023
Q4 		$3.47M Buy
21,211
+399
+2% +$60.3K 1.97% 15
2023
Q3 		$2.93M Buy
20,812
+70
+0.3% +$9.96K 1.94% 13
2023
Q2 		$2.76M Buy
20,742
+554
+3% +$71.5K 1.78% 14
2023
Q1 		$2.65M Buy
20,188
+411
+2% +$55K 2.08% 14
2022
Q4 		$2.84M Buy
19,777
+798
+4% +$110K 2.09% 12
2022
Q3 		$2.39M Buy
+18,979
New +$2.49M 2.1% 11
2022
Q2 		– Sell
-16,542
Closed -$2.15M – 158
2022
Q1 		$2.15M Buy
16,542
+3,515
+27% +$458K 1.74% 17
2021
Q4 		$1.74M Buy
+13,027
New +$1.63M 1.46% 21

Other funds holding IBM

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 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
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
EOJOAM
E. Ohman J:or Asset Management Stockholm, Sweden $4.3B AUM 29.55% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM

Next Level Private's IBM Position: Q2 2026 in Review

Next Level Private increased its IBM (IBM) stake by 0.68% in Q2 2026, buying an estimated $39.3K and bringing the position to 23,118 shares worth $6.5M. The position accounts for 1.27% of the portfolio, ranked #20.

Next Level Private first reported a position in IBM in Q4 2021 and has held it in 18 quarters since. 682 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Next Level Private held 23,118 shares of IBM worth $6.5M as of Q2 2026.
  • Next Level Private bought 156 IBM shares in Q2 2026, an estimated $39.3K.
  • IBM made up 1.27% of Next Level Private's portfolio in Q2 2026, its #20 holding.
  • Next Level Private first reported a position in IBM in Q4 2021 and has held it in 18 quarters since.
  • 682 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Next Level Private's 13F filing for Q2 2026, filed 9 Jul 2026.