Omnia Family Wealth’s IBM IBM Stock Holding History

Omnia Family 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	$205K	Buy	+730	New	+$184K	0.06%	96
2026 Q1	–	Sell	-787	Closed	-$233K	–	102
2025 Q4	$233K	Buy	787 +20	+3%	+$5.99K	0.07%	95
2025 Q3	$216K	Sell	767 -34	-4%	-$8.9K	0.07%	93
2025 Q2	$236K	Buy	+801	New	+$206K	0.09%	83
2019 Q2	–	Sell	-630	Closed	-$85K	–	296
2019 Q1	$85K	Hold	630	–	–	0.04%	135
2018 Q4	$68K	Buy	630 +23	+4%	+$2.76K	0.04%	136
2018 Q3	$88K	Hold	607	–	–	0.04%	124
2018 Q2	$81K	Sell	607 -429	-41%	-$59.8K	0.04%	126
2018 Q1	$152K	Sell	1,036 -138	-12%	-$20.9K	0.07%	97
2017 Q4	$172K	Sell	1,174 -1	-0.1%	-$145	0.08%	94
2017 Q3	$163K	Sell	1,175 -13	-1%	-$1.81K	0.08%	100
2017 Q2	$175K	Sell	1,188 -816	-41%	-$123K	0.08%	94
2017 Q1	$334K	Sell	2,004 -214	-10%	-$35.9K	0.16%	57
2016 Q4	$352K	Buy	+2,218	New	+$338K	0.17%	59

Other funds holding IBM

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

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Omnia Family Wealth's IBM Position: Q2 2026 in Review

Omnia Family Wealth opened a new position in IBM (IBM) in Q2 2026: 730 shares worth $205K. The stake represents 0.06% of the portfolio and ranks #96 among its holdings. This is a return to the name: Omnia Family Wealth previously reported a position in IBM as recently as Q4 2025.

Omnia Family Wealth first reported a position in IBM in Q4 2016 and has held it in 14 quarters since. The position peaked at $352K in Q4 2016. 1,584 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

Omnia Family Wealth held 730 shares of IBM worth $205K as of Q2 2026.
IBM was a new Omnia Family Wealth position in Q2 2026.
IBM made up 0.06% of Omnia Family Wealth's portfolio in Q2 2026, its #96 holding.
Omnia Family Wealth first reported a position in IBM in Q4 2016 and has held it in 14 quarters since.
Omnia Family Wealth's IBM position peaked at $352K in Q4 2016.
1,584 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Omnia Family Wealth's 13F filing for Q2 2026, filed 9 Jul 2026.