Philip James Wealth Mangement’s IBM IBM Stock Holding History

Philip James Wealth Mangement’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	$4.13M	Sell	14,687 -460	-3%	-$116K	0.46%	45
2026 Q1	$3.67M	Sell	15,147 -386	-2%	-$104K	0.42%	48
2025 Q4	$4.6M	Sell	15,533 -558	-3%	-$167K	0.53%	43
2025 Q3	$4.54M	Sell	16,091 -2,355	-13%	-$616K	0.53%	44
2025 Q2	$5.44M	Sell	18,446 -3,488	-16%	-$899K	0.69%	38
2025 Q1	$5.45M	Sell	21,934 -370	-2%	-$90.5K	0.66%	36
2024 Q4	$4.9M	Sell	22,304 -843	-4%	-$188K	0.63%	37
2024 Q3	$5.12M	Buy	+23,147	New	+$4.54M	0.63%	39

Other funds holding IBM

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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

Philip James Wealth Mangement's IBM Position: Q2 2026 in Review

Philip James Wealth Mangement reduced its IBM (IBM) stake by 3% in Q2 2026, selling an estimated $116K and leaving 14,687 shares worth $4.13M. The position accounts for 0.46% of the portfolio, ranked #45.

Philip James Wealth Mangement first reported a position in IBM in Q3 2024 and has held it in 8 quarters since. The position peaked at $5.45M in Q1 2025. 1,915 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

Philip James Wealth Mangement held 14,687 shares of IBM worth $4.13M as of Q2 2026.
Philip James Wealth Mangement sold 460 IBM shares in Q2 2026, an estimated $116K.
IBM made up 0.46% of Philip James Wealth Mangement's portfolio in Q2 2026, its #45 holding.
Philip James Wealth Mangement first reported a position in IBM in Q3 2024 and has held it in 8 quarters since.
Philip James Wealth Mangement's IBM position peaked at $5.45M in Q1 2025.
1,915 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Philip James Wealth Mangement's 13F filing for Q2 2026, filed 27 Jul 2026.