Presilium Private Wealth’s IBM IBM Stock Holding History

Presilium Private Wealth’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	$542K	Buy	1,927 +95	+5%	+$23.9K	0.08%	62
2026 Q1	$444K	Buy	1,832 +2	+0.1%	+$541	0.08%	57
2025 Q4	$542K	Buy	1,830 +14	+0.8%	+$4.19K	0.1%	50
2025 Q3	$512K	Sell	1,816 -10	-0.5%	-$2.62K	0.1%	52
2025 Q2	$538K	Sell	1,826 -47	-3%	-$12.1K	0.11%	47
2025 Q1	$466K	Buy	1,873 +10	+0.5%	+$2.45K	0.1%	52
2024 Q4	$410K	Hold	1,863	–	–	0.09%	59
2024 Q3	$412K	Hold	1,863	–	–	0.09%	57
2024 Q2	$322K	Buy	+1,863	New	+$324K	0.08%	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

Presilium Private Wealth's IBM Position: Q2 2026 in Review

Presilium Private Wealth increased its IBM (IBM) stake by 5.2% in Q2 2026, buying an estimated $23.9K and bringing the position to 1,927 shares worth $542K. The position accounts for 0.08% of the portfolio, ranked #62.

Presilium Private Wealth first reported a position in IBM in Q2 2024 and has held it in 9 quarters since. The position peaked at $542K in Q4 2025. 1,915 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

Presilium Private Wealth held 1,927 shares of IBM worth $542K as of Q2 2026.
Presilium Private Wealth bought 95 IBM shares in Q2 2026, an estimated $23.9K.
IBM made up 0.08% of Presilium Private Wealth's portfolio in Q2 2026, its #62 holding.
Presilium Private Wealth first reported a position in IBM in Q2 2024 and has held it in 9 quarters since.
Presilium Private Wealth's IBM position peaked at $542K in Q4 2025.
1,915 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Presilium Private Wealth's 13F filing for Q2 2026, filed 22 Jul 2026.