RCA
IBM icon

Resonant Capital Advisors’s IBM IBM Stock Holding History

Resonant Capital 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 		$1.28M Buy
4,535
+653
+17% +$165K 0.06% 166
2026
Q1 		$941K Sell
3,882
-562
-13% -$152K 0.05% 181
2025
Q4 		$1.32M Buy
4,444
+150
+3% +$44.9K 0.07% 151
2025
Q3 		$1.21M Sell
4,294
-8
-0.2% -$2.09K 0.07% 154
2025
Q2 		$1.27M Buy
4,302
+709
+20% +$183K 0.08% 145
2025
Q1 		$893K Buy
3,593
+164
+5% +$40.1K 0.06% 157
2024
Q4 		$754K Buy
3,429
+224
+7% +$49.9K 0.06% 169
2024
Q3 		$709K Buy
3,205
+167
+5% +$32.7K 0.05% 181
2024
Q2 		$525K Buy
3,038
+657
+28% +$114K 0.04% 200
2024
Q1 		$455K Buy
2,381
+344
+17% +$62.8K 0.04% 208
2023
Q4 		$333K Buy
2,037
+65
+3% +$9.82K 0.03% 223
2023
Q3 		$277K Buy
1,972
+54
+3% +$7.68K 0.03% 227
2023
Q2 		$257K Buy
1,918
+142
+8% +$18.3K 0.03% 228
2023
Q1 		$233K Sell
1,776
-261
-13% -$34.9K 0.03% 227
2022
Q4 		$287K Sell
2,037
-78
-4% -$10.8K 0.04% 218
2022
Q3 		$251K Sell
2,115
-158
-7% -$20.7K 0.04% 201
2022
Q2 		$321K Buy
2,273
+739
+48% +$99.7K 0.05% 190
2022
Q1 		$200K Buy
+1,534
New +$200K 0.03% 223

Other funds holding IBM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Resonant Capital Advisors's IBM Position: Q2 2026 in Review

Resonant Capital Advisors increased its IBM (IBM) stake by 17% in Q2 2026, buying an estimated $165K and bringing the position to 4,535 shares worth $1.28M. The position accounts for 0.06% of the portfolio, ranked #166.

Resonant Capital Advisors first reported a position in IBM in Q1 2022 and has held it in 18 quarters since. The position peaked at $1.32M in Q4 2025. 1,810 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Resonant Capital Advisors held 4,535 shares of IBM worth $1.28M as of Q2 2026.
  • Resonant Capital Advisors bought 653 IBM shares in Q2 2026, an estimated $165K.
  • IBM made up 0.06% of Resonant Capital Advisors's portfolio in Q2 2026, its #166 holding.
  • Resonant Capital Advisors first reported a position in IBM in Q1 2022 and has held it in 18 quarters since.
  • Resonant Capital Advisors's IBM position peaked at $1.32M in Q4 2025.
  • 1,810 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Resonant Capital Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.