Parcion Private Wealth’s IBM IBM Stock Holding History

Parcion Private Wealth’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	$2.73M	Buy	9,715 +759	+8%	+$191K	0.15%	94
2026 Q1	$2.17M	Buy	8,956 +106	+1%	+$28.7K	0.13%	105
2025 Q4	$2.62M	Buy	8,850 +122	+1%	+$36.5K	0.16%	91
2025 Q3	$2.46M	Buy	8,728 +226	+3%	+$59.2K	0.15%	88
2025 Q2	$2.51M	Buy	8,502 +44	+0.5%	+$11.3K	0.18%	82
2025 Q1	$2.1M	Hold	8,458	–	–	0.17%	84
2024 Q4	$1.86M	Hold	8,458	–	–	0.14%	91
2024 Q3	$1.87M	Buy	8,458 +1,141	+16%	+$224K	0.16%	84
2024 Q2	$1.27M	Sell	7,317 -165	-2%	-$28.7K	0.12%	101
2024 Q1	$1.43M	Buy	7,482 +273	+4%	+$49.8K	0.13%	100
2023 Q4	$1.18M	Buy	7,209 +335	+5%	+$50.6K	0.11%	103
2023 Q3	$964K	Buy	6,874 +574	+9%	+$81.7K	0.1%	108
2023 Q2	$843K	Hold	6,300	–	–	0.09%	112
2023 Q1	$826K	Hold	6,300	–	–	0.09%	118
2022 Q4	$888K	Hold	6,300	–	–	0.1%	115
2022 Q3	$749K	Hold	6,300	–	–	0.08%	125
2022 Q2	$808K	Buy	6,300 +4,356	+224%	+$588K	0.08%	135
2022 Q1	$253K	Buy	+1,944	New	+$254K	0.02%	177

Other funds holding IBM

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

Citigroup New York $303B AUM 53.02% 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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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

Parcion Private Wealth's IBM Position: Q2 2026 in Review

Parcion Private Wealth increased its IBM (IBM) stake by 8.5% in Q2 2026, buying an estimated $191K and bringing the position to 9,715 shares worth $2.73M. The position accounts for 0.15% of the portfolio, ranked #94.

Parcion Private Wealth first reported a position in IBM in Q1 2022 and has held it in 18 quarters since. 1,915 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

Parcion Private Wealth held 9,715 shares of IBM worth $2.73M as of Q2 2026.
Parcion Private Wealth bought 759 IBM shares in Q2 2026, an estimated $191K.
IBM made up 0.15% of Parcion Private Wealth's portfolio in Q2 2026, its #94 holding.
Parcion Private Wealth first reported a position in IBM in Q1 2022 and has held it in 18 quarters since.
1,915 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Parcion Private Wealth's 13F filing for Q2 2026, filed 27 Jul 2026.