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Petros Family Wealth’s IBM IBM Stock Holding History

Petros Family 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 		$505K Sell
1,795
-143
-7% -$36K 0.31% 70
2026
Q1 		$470K Sell
1,938
-1,207
-38% -$327K 0.33% 67
2025
Q4 		$931K Sell
3,145
-1,136
-27% -$340K 0.62% 48
2025
Q3 		$1.21M Buy
4,281
+149
+4% +$39K 1.01% 27
2025
Q2 		$1.22M Sell
4,132
-138
-3% -$35.6K 1.11% 23
2025
Q1 		$1.06M Buy
4,270
+145
+4% +$35.5K 1.17% 20
2024
Q4 		$907K Buy
+4,125
New +$919K 0.98% 23

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
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Petros Family Wealth's IBM Position: Q2 2026 in Review

Petros Family Wealth reduced its IBM (IBM) stake by 7.4% in Q2 2026, selling an estimated $36K and leaving 1,795 shares worth $505K. The position accounts for 0.31% of the portfolio, ranked #70.

Petros Family Wealth first reported a position in IBM in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.22M in Q2 2025. 1,362 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Petros Family Wealth held 1,795 shares of IBM worth $505K as of Q2 2026.
  • Petros Family Wealth sold 143 IBM shares in Q2 2026, an estimated $36K.
  • IBM made up 0.31% of Petros Family Wealth's portfolio in Q2 2026, its #70 holding.
  • Petros Family Wealth first reported a position in IBM in Q4 2024 and has held it in 7 quarters since.
  • Petros Family Wealth's IBM position peaked at $1.22M in Q2 2025.
  • 1,362 funds tracked by Wall St. Rank held IBM as of Q2 2026.

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