Pathway Financial Advisers’s IBM IBM Stock Holding History

Pathway Financial Advisers’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	$5.09M	Buy	18,115 +152	+0.8%	+$38.3K	1.28%	16
2026 Q1	$4.35M	Sell	17,963 -379	-2%	-$103K	1.23%	25
2025 Q4	$5.43M	Sell	18,342 -180	-1%	-$53.9K	1.57%	14
2025 Q3	$5.19M	Sell	18,522 -2,835	-13%	-$742K	1.51%	16
2025 Q2	$6.3M	Sell	21,357 -93	-0.4%	-$24K	2.04%	5
2025 Q1	$5.33M	Buy	21,450 +41	+0.2%	+$10K	1.83%	11
2024 Q4	$4.71M	Buy	+21,409	New	+$4.77M	1.58%	15
2024 Q3	–	Sell	-21,568	Closed	-$3.71M	–	431
2024 Q2	$3.71M	Sell	21,568 -58	-0.3%	-$10.1K	1.33%	22
2024 Q1	$4.13M	Sell	21,626 -1,151	-5%	-$210K	1.49%	13
2023 Q4	$3.73M	Sell	22,777 -313	-1%	-$47.3K	1.42%	17
2023 Q3	$3.24M	Buy	+23,090	New	+$3.29M	1.34%	21
2023 Q1	$2.95M	Buy	22,514 +1,771	+9%	+$237K	1.19%	24
2022 Q4	$2.92M	Buy	+20,743	New	+$2.86M	1.18%	25

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

Pathway Financial Advisers's IBM Position: Q2 2026 in Review

Pathway Financial Advisers increased its IBM (IBM) stake by 0.85% in Q2 2026, buying an estimated $38.3K and bringing the position to 18,115 shares worth $5.09M. The position accounts for 1.28% of the portfolio, ranked #16.

Pathway Financial Advisers first reported a position in IBM in Q4 2022 and has held it in 13 quarters since. The position peaked at $6.3M in Q2 2025. 1,808 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

Pathway Financial Advisers held 18,115 shares of IBM worth $5.09M as of Q2 2026.
Pathway Financial Advisers bought 152 IBM shares in Q2 2026, an estimated $38.3K.
IBM made up 1.28% of Pathway Financial Advisers's portfolio in Q2 2026, its #16 holding.
Pathway Financial Advisers first reported a position in IBM in Q4 2022 and has held it in 13 quarters since.
Pathway Financial Advisers's IBM position peaked at $6.3M in Q2 2025.
1,808 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Pathway Financial Advisers's 13F filing for Q2 2026, filed 30 Jul 2026.