Prentice Wealth Management’s IBM IBM Stock Holding History

Prentice 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	$1.8M	Sell	6,417 -463	-7%	-$117K	0.37%	39
2026 Q1	$1.67M	Buy	6,880 +19	+0.3%	+$5.14K	0.38%	38
2025 Q4	$2.03M	Buy	6,861 +65	+1%	+$19.5K	0.46%	32
2025 Q3	$1.92M	Buy	6,796 +910	+15%	+$238K	0.47%	29
2025 Q2	$1.74M	Buy	5,886 +840	+17%	+$216K	0.46%	29
2025 Q1	$1.25M	Hold	5,046	–	–	0.36%	39
2024 Q4	$1.11M	Buy	5,046 +53	+1%	+$11.8K	0.32%	41
2024 Q3	$1.1M	Hold	4,993	–	–	0.33%	39
2024 Q2	$864K	Hold	4,993	–	–	0.28%	45
2024 Q1	$953K	Hold	4,993	–	–	0.33%	41
2023 Q4	$817K	Buy	4,993 +100	+2%	+$15.1K	0.32%	42
2023 Q3	$686K	Sell	4,893 -34	-0.7%	-$4.84K	0.31%	42
2023 Q2	$659K	Sell	4,927 -239	-5%	-$30.8K	0.3%	40
2023 Q1	$677K	Buy	5,166 +1	+0%	+$134	0.32%	37
2022 Q4	$728K	Sell	5,165 -26	-0.5%	-$3.59K	0.37%	30
2022 Q3	$617K	Buy	+5,191	New	+$681K	0.34%	29
2022 Q2	–	Sell	-5,644	Closed	-$734K	–	159
2022 Q1	$734K	Hold	5,644	–	–	0.35%	28
2021 Q4	$754K	Sell	5,644 -282	-5%	-$35.4K	0.35%	29
2021 Q3	$787K	Hold	5,926	–	–	0.38%	28
2021 Q2	$830K	Buy	5,926 +1	+0%	+$137	0.43%	25
2021 Q1	$755K	Buy	+5,925	New	+$709K	0.42%	25

Other funds holding IBM

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

EOJOAM

E. Ohman J:or Asset Management Stockholm, Sweden $4.3B AUM 29.55% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

HCM

Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return

PensionDanmark Copenhagen O, Denmark $12B AUM

Prentice Wealth Management's IBM Position: Q2 2026 in Review

Prentice Wealth Management reduced its IBM (IBM) stake by 6.7% in Q2 2026, selling an estimated $117K and leaving 6,417 shares worth $1.8M. The position accounts for 0.37% of the portfolio, ranked #39.

Prentice Wealth Management first reported a position in IBM in Q1 2021 and has held it in 21 quarters since. The position peaked at $2.03M in Q4 2025. 779 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

Prentice Wealth Management held 6,417 shares of IBM worth $1.8M as of Q2 2026.
Prentice Wealth Management sold 463 IBM shares in Q2 2026, an estimated $117K.
IBM made up 0.37% of Prentice Wealth Management's portfolio in Q2 2026, its #39 holding.
Prentice Wealth Management first reported a position in IBM in Q1 2021 and has held it in 21 quarters since.
Prentice Wealth Management's IBM position peaked at $2.03M in Q4 2025.
779 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Prentice Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.