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Orca Wealth Management’s IBM IBM Stock Holding History

Orca Wealth Management’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 		$277K Buy
984
+5
+0.5% +$1.26K 0.17% 67
2026
Q1 		$237K Buy
979
+4
+0.4% +$1.08K 0.17% 65
2025
Q4 		$285K Buy
975
+35
+4% +$10.5K 0.2% 59
2025
Q3 		$265K Hold
940
– – 0.2% 62
2025
Q2 		$277K Buy
940
+5
+0.5% +$1.29K 0.23% 56
2025
Q1 		$232K Sell
935
-50
-5% -$12.2K 0.21% 59
2024
Q4 		$216K Buy
+985
New +$219K 0.19% 61

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

Orca Wealth Management's IBM Position: Q2 2026 in Review

Orca Wealth Management increased its IBM (IBM) stake by 0.51% in Q2 2026, buying an estimated $1.26K and bringing the position to 984 shares worth $277K. The position accounts for 0.17% of the portfolio, ranked #67.

Orca Wealth Management first reported a position in IBM in Q4 2024 and has held it in 7 quarters since. The position peaked at $285K in Q4 2025. 1,810 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Orca Wealth Management held 984 shares of IBM worth $277K as of Q2 2026.
  • Orca Wealth Management bought 5 IBM shares in Q2 2026, an estimated $1.26K.
  • IBM made up 0.17% of Orca Wealth Management's portfolio in Q2 2026, its #67 holding.
  • Orca Wealth Management first reported a position in IBM in Q4 2024 and has held it in 7 quarters since.
  • Orca Wealth Management's IBM position peaked at $285K in Q4 2025.
  • 1,810 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Orca Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.