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Private Client Services’s IBM IBM Stock Holding History

Private Client Services’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 		$202K Buy
+718
New +$181K 0.05% 226
2026
Q1 		– Sell
-742
Closed -$220K – 220
2025
Q4 		$220K Sell
742
-14
-2% -$4.19K 0.07% 181
2025
Q3 		$213K Sell
756
-213
-22% -$55.8K 0.07% 186
2025
Q2 		$286K Buy
+969
New +$250K 0.11% 162

Other funds holding IBM

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Universal-Beteiligungs- und Servicegesellschaft
Universal-Beteiligungs- und Servicegesellschaft Frankfurt Am Main, Germany $65.4B AUM 39.83% 1-Year Est. Return

Private Client Services's IBM Position: Q2 2026 in Review

Private Client Services opened a new position in IBM (IBM) in Q2 2026: 718 shares worth $202K. The stake represents 0.05% of the portfolio and ranks #226 among its holdings. This is a return to the name: Private Client Services previously reported a position in IBM as recently as Q4 2025.

Private Client Services first reported a position in IBM in Q2 2025 and has held it in 4 quarters since. The position peaked at $286K in Q2 2025. 2,284 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Private Client Services held 718 shares of IBM worth $202K as of Q2 2026.
  • IBM was a new Private Client Services position in Q2 2026.
  • IBM made up 0.05% of Private Client Services's portfolio in Q2 2026, its #226 holding.
  • Private Client Services first reported a position in IBM in Q2 2025 and has held it in 4 quarters since.
  • Private Client Services's IBM position peaked at $286K in Q2 2025.
  • 2,284 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Private Client Services's 13F filing for Q2 2026, filed 6 Jul 2026.