Robinson Smith Wealth Advisors’s IBM IBM Stock Holding History

Robinson Smith 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	$294K	Sell	1,044 -447	-30%	-$113K	0.18%	79
2026 Q1	$361K	Hold	1,491	–	–	0.24%	58
2025 Q4	$442K	Sell	1,491 -100	-6%	-$29.9K	0.3%	50
2025 Q3	$449K	Hold	1,591	–	–	0.32%	50
2025 Q2	$469K	Hold	1,591	–	–	0.37%	47
2025 Q1	$396K	Buy	1,591 +200	+14%	+$48.9K	0.33%	56
2024 Q4	$306K	Hold	1,391	–	–	0.26%	61
2024 Q3	$308K	Sell	1,391 -197	-12%	-$38.6K	0.26%	65
2024 Q2	$275K	Sell	1,588 -93	-6%	-$16.2K	0.24%	72
2024 Q1	$321K	Sell	1,681 -7	-0.4%	-$1.28K	0.31%	62
2023 Q4	$276K	Buy	+1,688	New	+$255K	0.27%	70

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

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 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

Robinson Smith Wealth Advisors's IBM Position: Q2 2026 in Review

Robinson Smith Wealth Advisors reduced its IBM (IBM) stake by 30% in Q2 2026, selling an estimated $113K and leaving 1,044 shares worth $294K. The position accounts for 0.18% of the portfolio, ranked #79.

Robinson Smith Wealth Advisors first reported a position in IBM in Q4 2023 and has held it in 11 quarters since. The position peaked at $469K in Q2 2025. 2,013 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

Robinson Smith Wealth Advisors held 1,044 shares of IBM worth $294K as of Q2 2026.
Robinson Smith Wealth Advisors sold 447 IBM shares in Q2 2026, an estimated $113K.
IBM made up 0.18% of Robinson Smith Wealth Advisors's portfolio in Q2 2026, its #79 holding.
Robinson Smith Wealth Advisors first reported a position in IBM in Q4 2023 and has held it in 11 quarters since.
Robinson Smith Wealth Advisors's IBM position peaked at $469K in Q2 2025.
2,013 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Robinson Smith Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.