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Rochester Wealth Strategies’s IBM IBM Stock Holding History

Rochester Wealth Strategies’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 		$446K Buy
1,586
+12
+0.8% +$3.02K 0.25% 21
2026
Q1 		$382K Hold
1,574
– – 0.23% 20
2025
Q4 		$466K Hold
1,574
– – 0.29% 19
2025
Q3 		$444K Hold
1,574
– – 0.29% 16
2025
Q2 		$464K Hold
1,574
– – 0.33% 16
2025
Q1 		$391K Buy
+1,574
New +$385K 0.31% 16

Other funds holding IBM

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 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
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
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
WG
Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return
BHIA
Birch Hill Investment Advisors Boston, Massachusetts $2.47B AUM 20.95% 1-Year Est. Return

Rochester Wealth Strategies's IBM Position: Q2 2026 in Review

Rochester Wealth Strategies increased its IBM (IBM) stake by 0.76% in Q2 2026, buying an estimated $3.02K and bringing the position to 1,586 shares worth $446K. The position accounts for 0.25% of the portfolio, ranked #21.

Rochester Wealth Strategies first reported a position in IBM in Q1 2025 and has held it in 6 quarters since. The position peaked at $466K in Q4 2025. 1,112 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Rochester Wealth Strategies held 1,586 shares of IBM worth $446K as of Q2 2026.
  • Rochester Wealth Strategies bought 12 IBM shares in Q2 2026, an estimated $3.02K.
  • IBM made up 0.25% of Rochester Wealth Strategies's portfolio in Q2 2026, its #21 holding.
  • Rochester Wealth Strategies first reported a position in IBM in Q1 2025 and has held it in 6 quarters since.
  • Rochester Wealth Strategies's IBM position peaked at $466K in Q4 2025.
  • 1,112 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Rochester Wealth Strategies's 13F filing for Q2 2026, filed 22 Jul 2026.