PFA
IBM icon

Perryman Financial Advisory’s IBM IBM Stock Holding History

Perryman Financial Advisory’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 		$269K Buy
957
+31
+3% +$7.81K 0.04% 177
2026
Q1 		$225K Buy
926
+28
+3% +$7.58K 0.03% 166
2025
Q4 		$266K Buy
+898
New +$269K 0.04% 159

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

Perryman Financial Advisory's IBM Position: Q2 2026 in Review

Perryman Financial Advisory increased its IBM (IBM) stake by 3.3% in Q2 2026, buying an estimated $7.81K and bringing the position to 957 shares worth $269K. The position accounts for 0.04% of the portfolio, ranked #177.

Perryman Financial Advisory first reported a position in IBM in Q4 2025 and has held it in 3 quarters since. 2,073 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Perryman Financial Advisory held 957 shares of IBM worth $269K as of Q2 2026.
  • Perryman Financial Advisory bought 31 IBM shares in Q2 2026, an estimated $7.81K.
  • IBM made up 0.04% of Perryman Financial Advisory's portfolio in Q2 2026, its #177 holding.
  • Perryman Financial Advisory first reported a position in IBM in Q4 2025 and has held it in 3 quarters since.
  • 2,073 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Perryman Financial Advisory's 13F filing for Q2 2026, filed 24 Jul 2026.