Nicholson Wealth Management Group’s IBM IBM Stock Holding History

Nicholson Wealth Management 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	$459K	Buy	1,632 +23	+1%	+$5.79K	0.27%	87
2026 Q1	$390K	Sell	1,609 -29	-2%	-$7.85K	0.23%	93
2025 Q4	$485K	Hold	1,638	–	–	0.28%	88
2025 Q3	$462K	Sell	1,638 -119	-7%	-$31.1K	0.27%	90
2025 Q2	$518K	Sell	1,757 -23	-1%	-$5.93K	0.32%	91
2025 Q1	$443K	Buy	1,780 +53	+3%	+$13K	0.29%	87
2024 Q4	$380K	Hold	1,727	–	–	0.25%	90
2024 Q3	$382K	Buy	+1,727	New	+$339K	0.31%	87

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

Nicholson Wealth Management Group's IBM Position: Q2 2026 in Review

Nicholson Wealth Management Group increased its IBM (IBM) stake by 1.4% in Q2 2026, buying an estimated $5.79K and bringing the position to 1,632 shares worth $459K. The position accounts for 0.27% of the portfolio, ranked #87.

Nicholson Wealth Management Group first reported a position in IBM in Q3 2024 and has held it in 8 quarters since. The position peaked at $518K in Q2 2025. 1,958 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

Nicholson Wealth Management Group held 1,632 shares of IBM worth $459K as of Q2 2026.
Nicholson Wealth Management Group bought 23 IBM shares in Q2 2026, an estimated $5.79K.
IBM made up 0.27% of Nicholson Wealth Management Group's portfolio in Q2 2026, its #87 holding.
Nicholson Wealth Management Group first reported a position in IBM in Q3 2024 and has held it in 8 quarters since.
Nicholson Wealth Management Group's IBM position peaked at $518K in Q2 2025.
1,958 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Nicholson Wealth Management Group's 13F filing for Q2 2026, filed 29 Jul 2026.