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Prasad Wealth Partners’s IBM IBM Stock Holding History

Prasad Wealth Partners’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 		$1.1M Buy
3,918
+78
+2% +$19.7K 0.27% 58
2026
Q1 		$931K Buy
3,840
+236
+7% +$63.9K 0.25% 58
2025
Q4 		$1.07M Buy
3,604
+35
+1% +$10.5K 0.28% 51
2025
Q3 		$1.01M Buy
+3,569
New +$934K 0.28% 50

Other funds holding IBM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 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

Prasad Wealth Partners's IBM Position: Q2 2026 in Review

Prasad Wealth Partners increased its IBM (IBM) stake by 2% in Q2 2026, buying an estimated $19.7K and bringing the position to 3,918 shares worth $1.1M. The position accounts for 0.27% of the portfolio, ranked #58.

Prasad Wealth Partners first reported a position in IBM in Q3 2025 and has held it in 4 quarters since. 1,810 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Prasad Wealth Partners held 3,918 shares of IBM worth $1.1M as of Q2 2026.
  • Prasad Wealth Partners bought 78 IBM shares in Q2 2026, an estimated $19.7K.
  • IBM made up 0.27% of Prasad Wealth Partners's portfolio in Q2 2026, its #58 holding.
  • Prasad Wealth Partners first reported a position in IBM in Q3 2025 and has held it in 4 quarters since.
  • 1,810 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Prasad Wealth Partners's 13F filing for Q2 2026, filed 29 Jul 2026.