San Luis Wealth Advisors’s IBM IBM Stock Holding History

San Luis 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	$1.55M	Sell	5,527 -1	-0%	-$252	0.23%	66
2026 Q1	$1.34M	Sell	5,528 -13	-0.2%	-$3.52K	0.22%	67
2025 Q4	$1.64M	Sell	5,541 -103	-2%	-$30.8K	0.27%	60
2025 Q3	$1.59M	Buy	5,644 +346	+7%	+$90.6K	0.29%	56
2025 Q2	$1.56M	Buy	5,298 +3	+0.1%	+$773	0.34%	50
2025 Q1	$1.32M	Sell	5,295 -497	-9%	-$122K	0.3%	50
2024 Q4	$1.27M	Sell	5,792 -855	-13%	-$190K	0.24%	49
2024 Q3	$1.47M	Buy	6,647 +696	+12%	+$136K	0.3%	43
2024 Q2	$1.03M	Buy	+5,951	New	+$1.03M	0.25%	48
2023 Q3	–	Sell	-5,637	Closed	-$754K	–	104
2023 Q2	$754K	Sell	5,637 -212	-4%	-$27.4K	0.27%	92
2023 Q1	$767K	Buy	+5,849	New	+$782K	0.29%	97
2022 Q2	–	Sell	-10,595	Closed	-$1.42M	–	236
2022 Q1	$1.42M	Buy	+10,595	New	+$1.38M	0.69%	33
2021 Q4	–	Sell	-16,755	Closed	-$2.23M	–	112
2021 Q3	$2.23M	Buy	+16,755	New	+$2.24M	1.24%	18
2020 Q4	$875K	Buy	+7,272	New	+$840K	0.56%	45

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

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

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

San Luis Wealth Advisors's IBM Position: Q2 2026 in Review

San Luis Wealth Advisors reduced its IBM (IBM) stake by 0.02% in Q2 2026, selling an estimated $252 and leaving 5,527 shares worth $1.55M. The position accounts for 0.23% of the portfolio, ranked #66.

San Luis Wealth Advisors first reported a position in IBM in Q4 2020 and has held it in 14 quarters since. The position peaked at $2.23M in Q3 2021. 1,915 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

San Luis Wealth Advisors held 5,527 shares of IBM worth $1.55M as of Q2 2026.
San Luis Wealth Advisors sold 1 IBM share in Q2 2026, an estimated $252.
IBM made up 0.23% of San Luis Wealth Advisors's portfolio in Q2 2026, its #66 holding.
San Luis Wealth Advisors first reported a position in IBM in Q4 2020 and has held it in 14 quarters since.
San Luis Wealth Advisors's IBM position peaked at $2.23M in Q3 2021.
1,915 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on San Luis Wealth Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.