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Peak Financial Management’s IBM IBM Stock Holding History

Peak Financial 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 		$275K Buy
977
+126
+15% +$31.7K 0.06% 90
2026
Q1 		$206K Hold
851
– – 0.05% 96
2025
Q4 		$252K Hold
851
– – 0.07% 87
2025
Q3 		$240K Hold
851
– – 0.06% 85
2025
Q2 		$251K Hold
851
– – 0.07% 81
2025
Q1 		$212K Buy
+851
New +$208K 0.06% 89

Other funds holding IBM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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

Peak Financial Management's IBM Position: Q2 2026 in Review

Peak Financial Management increased its IBM (IBM) stake by 15% in Q2 2026, buying an estimated $31.7K and bringing the position to 977 shares worth $275K. The position accounts for 0.06% of the portfolio, ranked #90.

Peak Financial Management first reported a position in IBM in Q1 2025 and has held it in 6 quarters since. 2,127 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Peak Financial Management held 977 shares of IBM worth $275K as of Q2 2026.
  • Peak Financial Management bought 126 IBM shares in Q2 2026, an estimated $31.7K.
  • IBM made up 0.06% of Peak Financial Management's portfolio in Q2 2026, its #90 holding.
  • Peak Financial Management first reported a position in IBM in Q1 2025 and has held it in 6 quarters since.
  • 2,127 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Peak Financial Management's 13F filing for Q2 2026, filed 20 Jul 2026.