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Revolve Wealth Partners’s IBM IBM Stock Holding History

Revolve Wealth Partners’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 		$819K Buy
2,911
+665
+30% +$168K 0.08% 128
2026
Q1 		$544K Sell
2,246
-169
-7% -$45.7K 0.07% 121
2025
Q4 		$715K Buy
2,415
+15
+0.6% +$4.49K 0.08% 107
2025
Q3 		$677K Sell
2,400
-67
-3% -$17.5K 0.08% 109
2025
Q2 		$727K Buy
2,467
+322
+15% +$83K 0.09% 98
2025
Q1 		$533K Buy
2,145
+163
+8% +$39.9K 0.08% 113
2024
Q4 		$436K Sell
1,982
-586
-23% -$131K 0.06% 135
2024
Q3 		$568K Buy
2,568
+925
+56% +$181K 0.09% 109
2024
Q2 		$284K Sell
1,643
-6
-0.4% -$1.04K 0.05% 139
2024
Q1 		$315K Buy
1,649
+175
+12% +$31.9K 0.05% 128
2023
Q4 		$241K Buy
1,474
+14
+1% +$2.12K 0.05% 140
2023
Q3 		$205K Buy
+1,460
New +$208K 0.05% 143
2023
Q1 		– Sell
-1,599
Closed -$225K – 146
2022
Q4 		$225K Buy
+1,599
New +$221K 0.06% 131

Other funds holding IBM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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

Revolve Wealth Partners's IBM Position: Q2 2026 in Review

Revolve Wealth Partners increased its IBM (IBM) stake by 30% in Q2 2026, buying an estimated $168K and bringing the position to 2,911 shares worth $819K. The position accounts for 0.08% of the portfolio, ranked #128.

Revolve Wealth Partners first reported a position in IBM in Q4 2022 and has held it in 13 quarters since. 1,915 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Revolve Wealth Partners held 2,911 shares of IBM worth $819K as of Q2 2026.
  • Revolve Wealth Partners bought 665 IBM shares in Q2 2026, an estimated $168K.
  • IBM made up 0.08% of Revolve Wealth Partners's portfolio in Q2 2026, its #128 holding.
  • Revolve Wealth Partners first reported a position in IBM in Q4 2022 and has held it in 13 quarters since.
  • 1,915 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Revolve Wealth Partners's 13F filing for Q2 2026, filed 9 Jul 2026.