Proathlete Wealth Management’s IBM IBM Stock Holding History

Proathlete 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	$1.33M	Buy	4,728 +7	+0.1%	+$1.76K	0.33%	24
2026 Q1	$1.14M	Sell	4,721 -66	-1%	-$17.9K	0.32%	25
2025 Q4	$1.42M	Buy	4,787 +65	+1%	+$19.5K	0.39%	24
2025 Q3	$1.33M	Buy	4,722 +28	+0.6%	+$7.33K	0.38%	26
2025 Q2	$1.39M	Buy	4,694 +31	+0.7%	+$7.99K	0.44%	25
2025 Q1	$1.16M	Buy	4,663 +77	+2%	+$18.8K	0.42%	28
2024 Q4	$1.01M	Buy	4,586 +28	+0.6%	+$6.24K	0.38%	29
2024 Q3	$1.01M	Buy	4,558 +28	+0.6%	+$5.49K	0.42%	28
2024 Q2	$784K	Buy	4,530 +7	+0.2%	+$1.22K	0.37%	31
2024 Q1	$864K	Sell	4,523 -124	-3%	-$22.6K	0.46%	23
2023 Q4	$760K	Buy	+4,647	New	+$702K	0.45%	23

Other funds holding IBM

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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

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

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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

Proathlete Wealth Management increased its IBM (IBM) stake by 0.15% in Q2 2026, buying an estimated $1.76K and bringing the position to 4,728 shares worth $1.33M. The position accounts for 0.33% of the portfolio, ranked #24.

Proathlete Wealth Management first reported a position in IBM in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.42M in Q4 2025. 1,826 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

Proathlete Wealth Management held 4,728 shares of IBM worth $1.33M as of Q2 2026.
Proathlete Wealth Management bought 7 IBM shares in Q2 2026, an estimated $1.76K.
IBM made up 0.33% of Proathlete Wealth Management's portfolio in Q2 2026, its #24 holding.
Proathlete Wealth Management first reported a position in IBM in Q4 2023 and has held it in 11 quarters since.
Proathlete Wealth Management's IBM position peaked at $1.42M in Q4 2025.
1,826 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Proathlete Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.