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Northwest Wealth Management’s IBM IBM Stock Holding History

Northwest Wealth Management’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 		$409K Buy
1,455
+236
+19% +$59.5K 0.05% 158
2026
Q1 		$295K Sell
1,219
-23
-2% -$6.22K 0.04% 187
2025
Q4 		$368K Buy
1,242
+95
+8% +$28.5K 0.06% 157
2025
Q3 		$324K Buy
1,147
+30
+3% +$7.85K 0.05% 146
2025
Q2 		$329K Buy
1,117
+14
+1% +$3.61K 0.06% 138
2025
Q1 		$274K Buy
1,103
+6
+0.5% +$1.47K 0.05% 144
2024
Q4 		$241K Buy
1,097
+1
+0.1% +$223 0.05% 144
2024
Q3 		$242K Buy
+1,096
New +$215K 0.06% 143
2024
Q2 		– Sell
-1,095
Closed -$209K – 171
2024
Q1 		$209K Sell
1,095
-163
-13% -$29.7K 0.06% 161
2023
Q4 		$206K Buy
+1,258
New +$190K 0.06% 152
2019
Q4 		– Sell
-1,795
Closed -$250K – 110
2019
Q3 		$250K Sell
1,795
-108
-6% -$14.6K 0.21% 105
2019
Q2 		$251K Buy
1,903
+8
+0.4% +$1.05K 0.2% 98
2019
Q1 		$256K Sell
1,895
-438
-19% -$55.8K 0.19% 93
2018
Q4 		$253K Buy
2,333
+8
+0.3% +$960 0.21% 88
2018
Q3 		$336K Sell
2,325
-52
-2% -$7.27K 0.25% 77
2018
Q2 		$317K Buy
2,377
+180
+8% +$25.1K 0.24% 78
2018
Q1 		$322K Buy
+2,197
New +$332K 0.24% 78

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
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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Northwest Wealth Management's IBM Position: Q2 2026 in Review

Northwest Wealth Management increased its IBM (IBM) stake by 19% in Q2 2026, buying an estimated $59.5K and bringing the position to 1,455 shares worth $409K. The position accounts for 0.05% of the portfolio, ranked #158.

Northwest Wealth Management first reported a position in IBM in Q1 2018 and has held it in 17 quarters since. 1,619 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Northwest Wealth Management held 1,455 shares of IBM worth $409K as of Q2 2026.
  • Northwest Wealth Management bought 236 IBM shares in Q2 2026, an estimated $59.5K.
  • IBM made up 0.05% of Northwest Wealth Management's portfolio in Q2 2026, its #158 holding.
  • Northwest Wealth Management first reported a position in IBM in Q1 2018 and has held it in 17 quarters since.
  • 1,619 funds tracked by Wall St. Rank held IBM as of Q2 2026.

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