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Nova Wealth Management’s IBM IBM Stock Holding History

Nova 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 		– Sell
-15
Closed -$3.7K – 593
2026
Q1 		$3.7K Sell
15
-16
-52% -$4.33K ﹤0.01% 459
2025
Q4 		$9.22K Hold
31
– – 0.01% 358
2025
Q3 		$8.78K Hold
31
– – 0.01% 358
2025
Q2 		$9.18K Buy
+31
New +$7.99K 0.01% 371

Other funds holding IBM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

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

Nova Wealth Management sold out of IBM (IBM) in Q2 2026, closing a stake of 15 shares — an estimated $3.7K sold.

Nova Wealth Management first reported a position in IBM in Q2 2025 and held it in 4 quarters. The position peaked at $9.22K in Q4 2025. 2,149 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Nova Wealth Management reported no remaining IBM position as of Q2 2026 after selling out during the quarter.
  • Nova Wealth Management sold 15 IBM shares in Q2 2026, an estimated $3.7K.
  • Nova Wealth Management first reported a position in IBM in Q2 2025 and held it in 4 quarters.
  • Nova Wealth Management's IBM position peaked at $9.22K in Q4 2025.
  • 2,149 funds tracked by Wall St. Rank held IBM as of Q2 2026.

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