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Regent Peak Wealth Advisors’s IBM IBM Stock Holding History

Regent Peak Wealth 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 		$663K Sell
2,359
-52
-2% -$13.1K 0.12% 77
2026
Q1 		$584K Buy
2,411
+31
+1% +$8.39K 0.12% 76
2025
Q4 		$705K Buy
2,380
+14
+0.6% +$4.19K 0.14% 63
2025
Q3 		$668K Buy
+2,366
New +$619K 0.13% 64
2025
Q1 		$570K Buy
2,293
+17
+0.7% +$4.16K 0.13% 75
2024
Q4 		$500K Buy
2,276
+13
+0.6% +$2.9K 0.11% 86
2024
Q3 		$500K Buy
2,263
+37
+2% +$7.25K 0.11% 88
2024
Q2 		$385K Sell
2,226
-124
-5% -$21.5K 0.09% 105
2024
Q1 		$449K Sell
2,350
-1
-0% -$182 0.11% 92
2023
Q4 		$385K Buy
2,351
+43
+2% +$6.5K 0.1% 97
2023
Q3 		$324K Sell
2,308
-64
-3% -$9.11K 0.1% 104
2023
Q2 		$317K Sell
2,372
-76
-3% -$9.81K 0.09% 102
2023
Q1 		$321K Sell
2,448
-44
-2% -$5.89K 0.1% 100
2022
Q4 		$351K Sell
2,492
-86
-3% -$11.9K 0.12% 104
2022
Q3 		$306K Sell
2,578
-122
-5% -$16K 0.11% 112
2022
Q2 		$381K Buy
2,700
+456
+20% +$61.5K 0.12% 99
2022
Q1 		$292K Buy
2,244
+293
+15% +$38.2K 0.08% 129
2021
Q4 		$261K Sell
1,951
-95
-5% -$11.9K 0.07% 141
2021
Q3 		$272K Buy
2,046
+74
+4% +$9.89K 0.08% 138
2021
Q2 		$266K Buy
1,972
+81
+4% +$11.1K 0.07% 139
2021
Q1 		$240K Buy
1,891
+74
+4% +$8.86K 0.08% 136
2020
Q4 		$219K Sell
1,817
-611
-25% -$70.6K 0.07% 135
2020
Q3 		$282K Sell
2,428
-118
-5% -$13.9K 0.12% 98
2020
Q2 		$294K Sell
2,546
-117
-4% -$13.6K 0.13% 92
2020
Q1 		$282K Sell
2,663
-570
-18% -$72.1K 0.16% 88
2019
Q4 		$414K Buy
+3,233
New +$420K 0.19% 82

Other funds holding IBM

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
EOJOAM
E. Ohman J:or Asset Management Stockholm, Sweden $4.3B AUM 29.55% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM

Regent Peak Wealth Advisors's IBM Position: Q2 2026 in Review

Regent Peak Wealth Advisors reduced its IBM (IBM) stake by 2.2% in Q2 2026, selling an estimated $13.1K and leaving 2,359 shares worth $663K. The position accounts for 0.12% of the portfolio, ranked #77.

Regent Peak Wealth Advisors first reported a position in IBM in Q4 2019 and has held it in 26 quarters since. The position peaked at $705K in Q4 2025. 779 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Regent Peak Wealth Advisors held 2,359 shares of IBM worth $663K as of Q2 2026.
  • Regent Peak Wealth Advisors sold 52 IBM shares in Q2 2026, an estimated $13.1K.
  • IBM made up 0.12% of Regent Peak Wealth Advisors's portfolio in Q2 2026, its #77 holding.
  • Regent Peak Wealth Advisors first reported a position in IBM in Q4 2019 and has held it in 26 quarters since.
  • Regent Peak Wealth Advisors's IBM position peaked at $705K in Q4 2025.
  • 779 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Regent Peak Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.