Rebalance’s IBM IBM Stock Holding History

Rebalance’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	$966K	Hold	3,435	–	–	0.05%	62
2026 Q1	$833K	Sell	3,435 -175	-5%	-$47.4K	0.05%	61
2025 Q4	$1.07M	Hold	3,610	–	–	0.06%	63
2025 Q3	$1.02M	Sell	3,610 -257	-7%	-$67.3K	0.06%	64
2025 Q2	$1.14M	Sell	3,867 -556	-13%	-$143K	0.08%	57
2025 Q1	$1.1M	Buy	4,423 +2,548	+136%	+$623K	0.08%	54
2024 Q4	$412K	Hold	1,875	–	–	0.03%	80
2024 Q3	$415K	Buy	1,875 +296	+19%	+$58K	0.03%	75
2024 Q2	$273K	Hold	1,579	–	–	0.02%	81
2024 Q1	$302K	Hold	1,579	–	–	0.02%	80
2023 Q4	$258K	Buy	+1,579	New	+$239K	0.02%	81
2023 Q1	–	Sell	-579	Closed	-$81.6K	–	96
2022 Q4	$81.6K	Buy	+579	New	+$79.9K	0.01%	96

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

Rebalance's IBM Position: Q2 2026 in Review

Rebalance held its IBM (IBM) position steady in Q2 2026 at 3,435 shares worth $966K. The position accounts for 0.05% of the portfolio, ranked #62.

Rebalance first reported a position in IBM in Q4 2022 and has held it in 12 quarters since. The position peaked at $1.14M in Q2 2025. 1,810 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

Rebalance held 3,435 shares of IBM worth $966K as of Q2 2026.
Rebalance left its IBM share count unchanged in Q2 2026.
IBM made up 0.05% of Rebalance's portfolio in Q2 2026, its #62 holding.
Rebalance first reported a position in IBM in Q4 2022 and has held it in 12 quarters since.
Rebalance's IBM position peaked at $1.14M in Q2 2025.
1,810 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Rebalance's 13F filing for Q2 2026, filed 16 Jul 2026.