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PFG Private Wealth Management’s IBM IBM Stock Holding History

PFG Private 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 		$415K Buy
1,474
+52
+4% +$13.1K 0.18% 43
2026
Q1 		$345K Buy
1,422
+56
+4% +$15.2K 0.15% 49
2025
Q4 		$405K Buy
+1,366
New +$409K 0.18% 39
2025
Q3 		– Sell
-1,135
Closed -$335K – 136
2025
Q2 		$335K Buy
1,135
+43
+4% +$11.1K 0.17% 40
2025
Q1 		$272K Buy
1,092
+8
+0.7% +$1.96K 0.15% 44
2024
Q4 		$238K Buy
1,084
+12
+1% +$2.67K 0.14% 45
2024
Q3 		$237K Buy
1,072
+1,059
+8,146% +$208K 0.14% 47
2024
Q2 		$2.25K Hold
13
– – ﹤0.01% 200
2024
Q1 		$2.48K Sell
13
-6
-32% -$1.09K ﹤0.01% 188
2023
Q4 		$3.11K Sell
19
-23
-55% -$3.48K ﹤0.01% 175
2023
Q3 		$5.89K Sell
42
-201
-83% -$28.6K ﹤0.01% 210
2023
Q2 		$32.5K Buy
243
+73
+43% +$9.42K 0.02% 161
2023
Q1 		$22.3K Buy
170
+14
+9% +$1.87K 0.01% 174
2022
Q4 		$22K Buy
156
+19
+14% +$2.62K 0.01% 162
2022
Q3 		$16K Hold
137
– – 0.01% 164
2022
Q2 		$19K Buy
137
+13
+10% +$1.75K 0.01% 176
2022
Q1 		$16K Hold
124
– – 0.01% 183
2021
Q4 		$17K Sell
124
-6
-5% -$753 0.01% 181
2021
Q3 		$17K Buy
+130
New +$17.4K 0.01% 174

Other funds holding IBM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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
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
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
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

PFG Private Wealth Management's IBM Position: Q2 2026 in Review

PFG Private Wealth Management increased its IBM (IBM) stake by 3.7% in Q2 2026, buying an estimated $13.1K and bringing the position to 1,474 shares worth $415K. The position accounts for 0.18% of the portfolio, ranked #43.

PFG Private Wealth Management first reported a position in IBM in Q3 2021 and has held it in 19 quarters since. 1,700 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • PFG Private Wealth Management held 1,474 shares of IBM worth $415K as of Q2 2026.
  • PFG Private Wealth Management bought 52 IBM shares in Q2 2026, an estimated $13.1K.
  • IBM made up 0.18% of PFG Private Wealth Management's portfolio in Q2 2026, its #43 holding.
  • PFG Private Wealth Management first reported a position in IBM in Q3 2021 and has held it in 19 quarters since.
  • 1,700 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on PFG Private Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.