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Partners Wealth Management’s IBM IBM Stock Holding History

Partners 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 		$386K Sell
1,373
-17
-1% -$4.28K 0.38% 68
2026
Q1 		$337K Sell
1,390
-84
-6% -$22.7K 0.35% 74
2025
Q4 		$437K Buy
1,474
+50
+4% +$15K 0.46% 58
2025
Q3 		$402K Sell
1,424
-132
-8% -$34.6K 0.4% 70
2025
Q2 		$390K Hold
1,556
– – 0.44% 61
2025
Q1 		$387K Hold
1,556
– – 0.44% 61
2024
Q4 		$342K Buy
+1,556
New +$347K 0.39% 73

Other funds holding IBM

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 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
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
WG
Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return
BHIA
Birch Hill Investment Advisors Boston, Massachusetts $2.47B AUM 20.95% 1-Year Est. Return

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

Partners Wealth Management reduced its IBM (IBM) stake by 1.2% in Q2 2026, selling an estimated $4.28K and leaving 1,373 shares worth $386K. The position accounts for 0.38% of the portfolio, ranked #68.

Partners Wealth Management first reported a position in IBM in Q4 2024 and has held it in 7 quarters since. The position peaked at $437K in Q4 2025. 1,125 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Partners Wealth Management held 1,373 shares of IBM worth $386K as of Q2 2026.
  • Partners Wealth Management sold 17 IBM shares in Q2 2026, an estimated $4.28K.
  • IBM made up 0.38% of Partners Wealth Management's portfolio in Q2 2026, its #68 holding.
  • Partners Wealth Management first reported a position in IBM in Q4 2024 and has held it in 7 quarters since.
  • Partners Wealth Management's IBM position peaked at $437K in Q4 2025.
  • 1,125 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Partners Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.