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Paragon Private Wealth Management’s IBM IBM Stock Holding History

Paragon Private 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 		$2.92M Sell
10,389
-1,392
-12% -$351K 0.76% 29
2026
Q1 		$2.86M Buy
11,781
+2,713
+30% +$734K 0.89% 23
2025
Q4 		$2.69M Buy
9,068
+1,364
+18% +$409K 0.82% 26
2025
Q3 		$2.17M Buy
7,704
+739
+11% +$193K 0.71% 35
2025
Q2 		$2.05M Buy
6,965
+129
+2% +$33.2K 0.82% 31
2025
Q1 		$1.7M Buy
6,836
+187
+3% +$45.7K 0.79% 33
2024
Q4 		$1.46M Buy
6,649
+461
+7% +$103K 0.67% 43
2024
Q3 		$1.37M Sell
6,188
-414
-6% -$81.2K 0.68% 44
2024
Q2 		$1.14M Buy
6,602
+690
+12% +$120K 0.65% 45
2024
Q1 		$1.13M Buy
5,912
+427
+8% +$77.9K 0.67% 49
2023
Q4 		$897K Buy
5,485
+881
+19% +$133K 0.62% 53
2023
Q3 		$646K Buy
4,604
+569
+14% +$81K 0.53% 63
2023
Q2 		$540K Buy
4,035
+354
+10% +$45.7K 0.43% 73
2023
Q1 		$483K Buy
3,681
+1,045
+40% +$140K 0.41% 80
2022
Q4 		$371K Buy
2,636
+656
+33% +$90.5K 0.34% 83
2022
Q3 		$263K Buy
+1,980
New +$260K 0.26% 94

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

Paragon Private Wealth Management's IBM Position: Q2 2026 in Review

Paragon Private Wealth Management reduced its IBM (IBM) stake by 12% in Q2 2026, selling an estimated $351K and leaving 10,389 shares worth $2.92M. The position accounts for 0.76% of the portfolio, ranked #29.

Paragon Private Wealth Management first reported a position in IBM in Q3 2022 and has held it in 16 quarters since. 1,808 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Paragon Private Wealth Management held 10,389 shares of IBM worth $2.92M as of Q2 2026.
  • Paragon Private Wealth Management sold 1,392 IBM shares in Q2 2026, an estimated $351K.
  • IBM made up 0.76% of Paragon Private Wealth Management's portfolio in Q2 2026, its #29 holding.
  • Paragon Private Wealth Management first reported a position in IBM in Q3 2022 and has held it in 16 quarters since.
  • 1,808 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Paragon Private Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.