Omni 360 Wealth’s IBM IBM Stock Holding History

Omni 360 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	$535K	Buy	1,901 +200	+12%	+$50.4K	0.25%	79
2026 Q1	$412K	Sell	1,701 -6	-0.4%	-$1.62K	0.21%	90
2025 Q4	$528K	Sell	1,707 -200	-10%	-$59.9K	0.27%	76
2025 Q3	$538K	Hold	1,907	–	–	0.3%	68
2025 Q2	$562K	Hold	1,907	–	–	0.35%	63
2025 Q1	$474K	Sell	1,907 -18	-0.9%	-$4.4K	0.32%	65
2024 Q4	$423K	Sell	1,925 -126	-6%	-$28.1K	0.28%	71
2024 Q3	$453K	Hold	2,051	–	–	0.31%	73
2024 Q2	$355K	Buy	2,051 +14	+0.7%	+$2.43K	0.27%	80
2024 Q1	$389K	Sell	2,037 -19	-0.9%	-$3.47K	0.32%	72
2023 Q4	$336K	Buy	+2,056	New	+$311K	0.31%	71

Other funds holding IBM

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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

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

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Omni 360 Wealth's IBM Position: Q2 2026 in Review

Omni 360 Wealth increased its IBM (IBM) stake by 12% in Q2 2026, buying an estimated $50.4K and bringing the position to 1,901 shares worth $535K. The position accounts for 0.25% of the portfolio, ranked #79.

Omni 360 Wealth first reported a position in IBM in Q4 2023 and has held it in 11 quarters since. The position peaked at $562K in Q2 2025. 1,810 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

Omni 360 Wealth held 1,901 shares of IBM worth $535K as of Q2 2026.
Omni 360 Wealth bought 200 IBM shares in Q2 2026, an estimated $50.4K.
IBM made up 0.25% of Omni 360 Wealth's portfolio in Q2 2026, its #79 holding.
Omni 360 Wealth first reported a position in IBM in Q4 2023 and has held it in 11 quarters since.
Omni 360 Wealth's IBM position peaked at $562K in Q2 2025.
1,810 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Omni 360 Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.