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Seamount Financial Group’s IBM IBM Stock Holding History

Seamount Financial Group’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 		$2.77M Buy
9,863
+33
+0.3% +$8.31K 1.12% 26
2026
Q1 		$2.38M Buy
9,830
+50
+0.5% +$13.5K 1.07% 29
2025
Q4 		$2.9M Hold
9,780
– – 1.32% 22
2025
Q3 		$2.76M Sell
9,780
-190
-2% -$49.7K 1.3% 24
2025
Q2 		$2.94M Buy
+9,970
New +$2.57M 1.51% 21

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
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 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

Seamount Financial Group's IBM Position: Q2 2026 in Review

Seamount Financial Group increased its IBM (IBM) stake by 0.34% in Q2 2026, buying an estimated $8.31K and bringing the position to 9,863 shares worth $2.77M. The position accounts for 1.12% of the portfolio, ranked #26.

Seamount Financial Group first reported a position in IBM in Q2 2025 and has held it in 5 quarters since. The position peaked at $2.94M in Q2 2025. 1,245 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Seamount Financial Group held 9,863 shares of IBM worth $2.77M as of Q2 2026.
  • Seamount Financial Group bought 33 IBM shares in Q2 2026, an estimated $8.31K.
  • IBM made up 1.12% of Seamount Financial Group's portfolio in Q2 2026, its #26 holding.
  • Seamount Financial Group first reported a position in IBM in Q2 2025 and has held it in 5 quarters since.
  • Seamount Financial Group's IBM position peaked at $2.94M in Q2 2025.
  • 1,245 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Seamount Financial Group's 13F filing for Q2 2026, filed 24 Jul 2026.