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Optas LLC’s IBM IBM Stock Holding History

Optas LLC’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 		$824K Sell
2,931
-1,323
-31% -$333K 0.12% 99
2026
Q1 		$1.03M Buy
4,254
+1,074
+34% +$291K 0.16% 78
2025
Q4 		$942K Buy
3,180
+122
+4% +$36.5K 0.15% 89
2025
Q3 		$863K Buy
3,058
+308
+11% +$80.6K 0.15% 84
2025
Q2 		$811K Buy
2,750
+54
+2% +$13.9K 0.15% 85
2025
Q1 		$670K Buy
2,696
+100
+4% +$24.5K 0.12% 96
2024
Q4 		$571K Buy
2,596
+50
+2% +$11.1K 0.12% 99
2024
Q3 		$563K Buy
2,546
+291
+13% +$57.1K 0.13% 97
2024
Q2 		$390K Sell
2,255
-14
-0.6% -$2.43K 0.1% 112
2024
Q1 		$433K Buy
2,269
+92
+4% +$16.8K 0.12% 105
2023
Q4 		$356K Buy
2,177
+165
+8% +$24.9K 0.11% 115
2023
Q3 		$282K Buy
+2,012
New +$286K 0.09% 125
2020
Q4 		– Sell
-1,895
Closed -$221K – 155
2020
Q3 		$221K Buy
+1,895
New +$223K 0.07% 144

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

Optas LLC's IBM Position: Q2 2026 in Review

Optas LLC reduced its IBM (IBM) stake by 31% in Q2 2026, selling an estimated $333K and leaving 2,931 shares worth $824K. The position accounts for 0.12% of the portfolio, ranked #99.

Optas LLC first reported a position in IBM in Q3 2020 and has held it in 13 quarters since. The position peaked at $1.03M in Q1 2026. 1,822 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Optas LLC held 2,931 shares of IBM worth $824K as of Q2 2026.
  • Optas LLC sold 1,323 IBM shares in Q2 2026, an estimated $333K.
  • IBM made up 0.12% of Optas LLC's portfolio in Q2 2026, its #99 holding.
  • Optas LLC first reported a position in IBM in Q3 2020 and has held it in 13 quarters since.
  • Optas LLC's IBM position peaked at $1.03M in Q1 2026.
  • 1,822 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Optas LLC's 13F filing for Q2 2026, filed 21 Jul 2026.