Paladin Advisory Group’s IBM IBM Stock Holding History

Paladin Advisory 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	$330K	Hold	1,174	–	–	0.22%	65
2026 Q1	$285K	Buy	1,174 +826	+237%	+$223K	0.22%	65
2025 Q4	$103K	Hold	348	–	–	0.08%	120
2025 Q3	$98.2K	Hold	348	–	–	0.08%	114
2025 Q2	$103K	Hold	348	–	–	0.08%	114
2025 Q1	$86.5K	Hold	348	–	–	0.07%	121
2024 Q4	$76.5K	Hold	348	–	–	0.06%	131
2024 Q3	$76.9K	Hold	348	–	–	0.06%	131
2024 Q2	$60.9K	Hold	348	–	–	0.05%	133
2024 Q1	$66.1K	Hold	348	–	–	0.05%	129
2023 Q4	$56.9K	Hold	348	–	–	0.05%	133
2023 Q3	$48.8K	Hold	348	–	–	0.04%	148
2023 Q2	$46.6K	Hold	348	–	–	0.04%	158
2023 Q1	$45.6K	Buy	+348	New	+$46.6K	0.04%	159
2022 Q2	–	Sell	-348	Closed	-$47K	–	374
2022 Q1	$45K	Buy	+348	New	+$45.4K	0.04%	178

Other funds holding IBM

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

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

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

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

Paladin Advisory Group's IBM Position: Q2 2026 in Review

Paladin Advisory Group held its IBM (IBM) position steady in Q2 2026 at 1,174 shares worth $330K. The position accounts for 0.22% of the portfolio, ranked #65.

Paladin Advisory Group first reported a position in IBM in Q1 2022 and has held it in 15 quarters since. 1,777 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

Paladin Advisory Group held 1,174 shares of IBM worth $330K as of Q2 2026.
Paladin Advisory Group left its IBM share count unchanged in Q2 2026.
IBM made up 0.22% of Paladin Advisory Group's portfolio in Q2 2026, its #65 holding.
Paladin Advisory Group first reported a position in IBM in Q1 2022 and has held it in 15 quarters since.
1,777 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Paladin Advisory Group's 13F filing for Q2 2026, filed 28 Jul 2026.