Quantum Financial Advisors’s IBM IBM Stock Holding History

Quantum Financial Advisors’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	$611K	Sell	2,174 -247	-10%	-$62.2K	0.06%	110
2026 Q1	$587K	Sell	2,421 -51	-2%	-$13.8K	0.07%	96
2025 Q4	$732K	Sell	2,472 -79	-3%	-$23.7K	0.08%	84
2025 Q3	$720K	Hold	2,551	–	–	0.09%	81
2025 Q2	$752K	Buy	2,551 +51	+2%	+$13.1K	0.1%	80
2025 Q1	$622K	Sell	2,500 -380	-13%	-$93K	0.09%	82
2024 Q4	$633K	Hold	2,880	–	–	0.1%	78
2024 Q3	$637K	Buy	2,880 +900	+45%	+$176K	0.1%	83
2024 Q2	$343K	Hold	1,980	–	–	0.06%	107
2024 Q1	$378K	Buy	1,980 +622	+46%	+$113K	0.07%	95
2023 Q4	$222K	Sell	1,358 -408	-23%	-$61.7K	0.05%	107
2023 Q3	$248K	Buy	+1,766	New	+$251K	0.07%	91

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

Quantum Financial Advisors's IBM Position: Q2 2026 in Review

Quantum Financial Advisors reduced its IBM (IBM) stake by 10% in Q2 2026, selling an estimated $62.2K and leaving 2,174 shares worth $611K. The position accounts for 0.06% of the portfolio, ranked #110.

Quantum Financial Advisors first reported a position in IBM in Q3 2023 and has held it in 12 quarters since. The position peaked at $752K in Q2 2025. 1,915 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

Quantum Financial Advisors held 2,174 shares of IBM worth $611K as of Q2 2026.
Quantum Financial Advisors sold 247 IBM shares in Q2 2026, an estimated $62.2K.
IBM made up 0.06% of Quantum Financial Advisors's portfolio in Q2 2026, its #110 holding.
Quantum Financial Advisors first reported a position in IBM in Q3 2023 and has held it in 12 quarters since.
Quantum Financial Advisors's IBM position peaked at $752K in Q2 2025.
1,915 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Quantum Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.