Olistico Wealth’s IBM IBM Stock Holding History

Olistico Wealth’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	$1.29M	Hold	4,580	–	–	0.55%	42
2026 Q1	$1.11M	Buy	4,580 +420	+10%	+$114K	0.55%	44
2025 Q4	$1.23M	Buy	4,160 +25	+0.6%	+$7.49K	0.6%	38
2025 Q3	$1.17M	Hold	4,135	–	–	0.62%	35
2025 Q2	$1.22M	Buy	4,135 +70	+2%	+$18K	0.68%	31
2025 Q1	$1.01M	Buy	4,065 +325	+9%	+$79.5K	0.62%	36
2024 Q4	$822K	Buy	3,740 +450	+14%	+$100K	0.48%	39
2024 Q3	$727K	Buy	3,290 +1,025	+45%	+$201K	0.44%	45
2024 Q2	$392K	Sell	2,265 -223	-9%	-$38.7K	0.25%	77
2024 Q1	$475K	Sell	2,488 -900	-27%	-$164K	0.34%	63
2023 Q4	$554K	Hold	3,388	–	–	0.43%	53
2023 Q3	$475K	Hold	3,388	–	–	0.42%	60
2023 Q2	$453K	Hold	3,388	–	–	0.39%	62
2023 Q1	$444K	Buy	3,388 +275	+9%	+$36.8K	0.43%	59
2022 Q4	$439K	Buy	+3,113	New	+$429K	0.47%	60

Other funds holding IBM

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

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

PensionDanmark Copenhagen O, Denmark $12B AUM

Olistico Wealth's IBM Position: Q2 2026 in Review

Olistico Wealth held its IBM (IBM) position steady in Q2 2026 at 4,580 shares worth $1.29M. The position accounts for 0.55% of the portfolio, ranked #42.

Olistico Wealth first reported a position in IBM in Q4 2022 and has held it in 15 quarters since. 682 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

Olistico Wealth held 4,580 shares of IBM worth $1.29M as of Q2 2026.
Olistico Wealth left its IBM share count unchanged in Q2 2026.
IBM made up 0.55% of Olistico Wealth's portfolio in Q2 2026, its #42 holding.
Olistico Wealth first reported a position in IBM in Q4 2022 and has held it in 15 quarters since.
682 funds tracked by Wall St. Rank held IBM as of Q2 2026.

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