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Onyx Bridge Wealth Group’s IBM IBM Stock Holding History

Onyx Bridge Wealth Group’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 		$2.27M Buy
8,079
+31
+0.4% +$7.81K 0.2% 94
2026
Q1 		$1.95M Buy
8,048
+640
+9% +$173K 0.21% 96
2025
Q4 		$2.19M Buy
7,408
+61
+0.8% +$18.3K 0.23% 86
2025
Q3 		$2.07M Sell
7,347
-642
-8% -$168K 0.23% 85
2025
Q2 		$2.36M Sell
7,989
-313
-4% -$80.6K 0.31% 65
2025
Q1 		$2.06M Sell
8,302
-188
-2% -$46K 0.3% 61
2024
Q4 		$1.87M Sell
8,490
-14
-0.2% -$3.12K 0.27% 72
2024
Q3 		$1.88M Sell
8,504
-106
-1% -$20.8K 0.28% 70
2024
Q2 		$1.49M Sell
8,610
-63
-0.7% -$10.9K 0.24% 74
2024
Q1 		$1.45M Buy
8,673
+1,147
+15% +$209K 0.26% 74
2023
Q4 		$1.23M Sell
7,526
-20
-0.3% -$3.02K 0.25% 63
2023
Q3 		$1.06M Sell
7,546
-274
-4% -$39K 0.25% 65
2023
Q2 		$1.05M Buy
7,820
+257
+3% +$33.2K 0.25% 74
2023
Q1 		$991K Buy
7,563
+723
+11% +$96.7K 0.4% 50
2022
Q4 		$983K Sell
6,840
-77
-1% -$10.6K 0.4% 38
2022
Q3 		$813K Buy
6,917
+39
+0.6% +$5.12K 0.37% 44
2022
Q2 		$882K Sell
6,878
-56
-0.8% -$7.56K 0.39% 37
2022
Q1 		$936K Buy
6,934
+338
+5% +$44.1K 0.36% 34
2021
Q4 		$897K Sell
6,596
-66
-1% -$8.28K 0.3% 40
2021
Q3 		$906K Buy
6,662
+3,738
+128% +$500K 0.34% 34
2021
Q2 		$388K Buy
2,924
+575
+24% +$78.6K 0.17% 66
2021
Q1 		$299K Buy
2,349
+209
+10% +$25K 0.15% 68
2020
Q4 		$258K Buy
+2,140
New +$247K 0.17% 55

Other funds holding IBM

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
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
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Onyx Bridge Wealth Group's IBM Position: Q2 2026 in Review

Onyx Bridge Wealth Group increased its IBM (IBM) stake by 0.39% in Q2 2026, buying an estimated $7.81K and bringing the position to 8,079 shares worth $2.27M. The position accounts for 0.2% of the portfolio, ranked #94.

Onyx Bridge Wealth Group first reported a position in IBM in Q4 2020 and has held it in 23 quarters since. The position peaked at $2.36M in Q2 2025. 1,363 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Onyx Bridge Wealth Group held 8,079 shares of IBM worth $2.27M as of Q2 2026.
  • Onyx Bridge Wealth Group bought 31 IBM shares in Q2 2026, an estimated $7.81K.
  • IBM made up 0.2% of Onyx Bridge Wealth Group's portfolio in Q2 2026, its #94 holding.
  • Onyx Bridge Wealth Group first reported a position in IBM in Q4 2020 and has held it in 23 quarters since.
  • Onyx Bridge Wealth Group's IBM position peaked at $2.36M in Q2 2025.
  • 1,363 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Onyx Bridge Wealth Group's 13F filing for Q2 2026, filed 23 Jul 2026.