Prosperity Financial Group’s IBM IBM Stock Holding History

Prosperity Financial Group’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	$516K	Sell	1,834 -301	-14%	-$75.8K	0.16%	122
2026 Q1	$518K	Buy	2,135 +28	+1%	+$7.58K	0.19%	116
2025 Q4	$624K	Sell	2,107 -195	-8%	-$58.4K	0.22%	103
2025 Q3	$650K	Sell	2,302 -1	-0%	-$262	0.24%	100
2025 Q2	$679K	Sell	2,303 -128	-5%	-$33K	0.29%	89
2025 Q1	$604K	Buy	2,431 +921	+61%	+$225K	0.3%	85
2024 Q4	$332K	Buy	1,510 +25	+2%	+$5.57K	0.17%	115
2024 Q3	$328K	Sell	1,485 -39	-3%	-$7.65K	0.18%	105
2024 Q2	$263K	Sell	1,524 -100	-6%	-$17.4K	0.17%	112
2024 Q1	$310K	Buy	1,624 +10	+0.6%	+$1.82K	0.19%	103
2023 Q4	$264K	Buy	+1,614	New	+$244K	0.18%	101

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

Prosperity Financial Group's IBM Position: Q2 2026 in Review

Prosperity Financial Group reduced its IBM (IBM) stake by 14% in Q2 2026, selling an estimated $75.8K and leaving 1,834 shares worth $516K. The position accounts for 0.16% of the portfolio, ranked #122.

Prosperity Financial Group first reported a position in IBM in Q4 2023 and has held it in 11 quarters since. The position peaked at $679K in Q2 2025. 1,915 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

Prosperity Financial Group held 1,834 shares of IBM worth $516K as of Q2 2026.
Prosperity Financial Group sold 301 IBM shares in Q2 2026, an estimated $75.8K.
IBM made up 0.16% of Prosperity Financial Group's portfolio in Q2 2026, its #122 holding.
Prosperity Financial Group first reported a position in IBM in Q4 2023 and has held it in 11 quarters since.
Prosperity Financial Group's IBM position peaked at $679K in Q2 2025.
1,915 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Prosperity Financial Group's 13F filing for Q2 2026, filed 28 Jul 2026.