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Opal Wealth Advisors’s IBM IBM Stock Holding History

Opal Wealth Advisors’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 		$1.14M Buy
4,071
+81
+2% +$20.4K 0.25% 47
2026
Q1 		$967K Sell
3,990
-58
-1% -$15.7K 0.22% 47
2025
Q4 		$1.2M Sell
4,048
-16
-0.4% -$4.79K 0.31% 38
2025
Q3 		$1.15M Buy
4,064
+458
+13% +$120K 0.32% 36
2025
Q2 		$1.06M Buy
3,606
+584
+19% +$150K 0.29% 39
2025
Q1 		$751K Buy
3,022
+58
+2% +$14.2K 0.23% 50
2024
Q4 		$651K Buy
2,964
+319
+12% +$71K 0.2% 73
2024
Q3 		$585K Sell
2,645
-25
-0.9% -$4.9K 0.18% 74
2024
Q2 		$462K Sell
2,670
-252
-9% -$43.8K 0.15% 81
2024
Q1 		$558K Sell
2,922
-390
-12% -$71.1K 0.19% 73
2023
Q4 		$542K Sell
3,312
-2,578
-44% -$390K 0.21% 75
2023
Q3 		$826K Sell
5,890
-800
-12% -$114K 0.48% 33
2023
Q2 		$895K Buy
+6,690
New +$863K 0.45% 29

Other funds holding IBM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 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
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 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
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Opal Wealth Advisors's IBM Position: Q2 2026 in Review

Opal Wealth Advisors increased its IBM (IBM) stake by 2% in Q2 2026, buying an estimated $20.4K and bringing the position to 4,071 shares worth $1.14M. The position accounts for 0.25% of the portfolio, ranked #47.

Opal Wealth Advisors first reported a position in IBM in Q2 2023 and has held it in 13 quarters since. The position peaked at $1.2M in Q4 2025. 1,810 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Opal Wealth Advisors held 4,071 shares of IBM worth $1.14M as of Q2 2026.
  • Opal Wealth Advisors bought 81 IBM shares in Q2 2026, an estimated $20.4K.
  • IBM made up 0.25% of Opal Wealth Advisors's portfolio in Q2 2026, its #47 holding.
  • Opal Wealth Advisors first reported a position in IBM in Q2 2023 and has held it in 13 quarters since.
  • Opal Wealth Advisors's IBM position peaked at $1.2M in Q4 2025.
  • 1,810 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Opal Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.