Portside Wealth Group’s IBM IBM Stock Holding History

Portside Wealth Group’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	$1.16M	Sell	4,120 -1,190	-22%	-$300K	0.14%	165
2026 Q1	$1.29M	Sell	5,310 -1,010	-16%	-$273K	0.17%	138
2025 Q4	$1.87M	Sell	6,320 -159	-2%	-$47.6K	0.25%	89
2025 Q3	$1.83M	Sell	6,479 -35	-0.5%	-$9.16K	0.25%	95
2025 Q2	$1.92M	Buy	6,514 +25	+0.4%	+$6.44K	0.28%	80
2025 Q1	$1.61M	Sell	6,489 -6,454	-50%	-$1.58M	0.26%	92
2024 Q4	$2.85M	Buy	12,943 +36	+0.3%	+$8.02K	0.47%	53
2024 Q3	$2.85M	Buy	12,907 +973	+8%	+$191K	0.49%	57
2024 Q2	$2.06M	Sell	11,934 -469	-4%	-$81.5K	0.39%	67
2024 Q1	$2.37M	Sell	12,403 -3,226	-21%	-$589K	0.44%	65
2023 Q4	$2.56M	Sell	15,629 -606	-4%	-$91.6K	0.48%	58
2023 Q3	$2.28M	Sell	16,235 -20	-0.1%	-$2.85K	0.43%	64
2023 Q2	$2.18M	Buy	+16,255	New	+$2.1M	0.4%	63

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

Portside Wealth Group's IBM Position: Q2 2026 in Review

Portside Wealth Group reduced its IBM (IBM) stake by 22% in Q2 2026, selling an estimated $300K and leaving 4,120 shares worth $1.16M. The position accounts for 0.14% of the portfolio, ranked #165.

Portside Wealth Group first reported a position in IBM in Q2 2023 and has held it in 13 quarters since. The position peaked at $2.85M in Q3 2024. 1,915 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

Portside Wealth Group held 4,120 shares of IBM worth $1.16M as of Q2 2026.
Portside Wealth Group sold 1,190 IBM shares in Q2 2026, an estimated $300K.
IBM made up 0.14% of Portside Wealth Group's portfolio in Q2 2026, its #165 holding.
Portside Wealth Group first reported a position in IBM in Q2 2023 and has held it in 13 quarters since.
Portside Wealth Group's IBM position peaked at $2.85M in Q3 2024.
1,915 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Portside Wealth Group's 13F filing for Q2 2026, filed 14 Jul 2026.