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Secure Asset Management’s IBM IBM Stock Holding History

Secure Asset Management’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 		$977K Sell
3,476
-405
-10% -$102K 0.14% 132
2026
Q1 		$941K Sell
3,881
-24
-0.6% -$6.49K 0.15% 132
2025
Q4 		$1.16M Buy
3,905
+211
+6% +$63.2K 0.18% 121
2025
Q3 		$1.06M Sell
3,694
-232
-6% -$60.7K 0.17% 129
2025
Q2 		$1.16M Buy
3,926
+267
+7% +$68.8K 0.21% 114
2025
Q1 		$910K Sell
3,659
-550
-13% -$135K 0.18% 126
2024
Q4 		$925K Buy
4,209
+1,495
+55% +$333K 0.14% 137
2024
Q3 		$600K Buy
2,714
+604
+29% +$118K 0.1% 164
2024
Q2 		$365K Buy
2,110
+352
+20% +$61.2K 0.07% 200
2024
Q1 		$336K Buy
1,758
+235
+15% +$42.9K 0.08% 165
2023
Q4 		$249K Sell
1,523
-5
-0.3% -$756 0.07% 194
2023
Q3 		$214K Buy
+1,528
New +$217K 0.06% 198
2021
Q2 		– Sell
-2,862
Closed -$365K – 196
2021
Q1 		$365K Buy
2,862
+697
+32% +$83.4K 0.2% 106
2020
Q4 		$261K Buy
2,165
+34
+2% +$3.93K 0.15% 125
2020
Q3 		$248K Sell
2,131
-2,272
-52% -$267K 0.17% 117
2020
Q2 		$508K Buy
4,403
+2,111
+92% +$245K 0.36% 77
2020
Q1 		$243K Buy
2,292
+72
+3% +$9.11K 0.26% 88
2019
Q4 		$284K Buy
+2,220
New +$289K 0.2% 117

Other funds holding IBM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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
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
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Secure Asset Management's IBM Position: Q2 2026 in Review

Secure Asset Management reduced its IBM (IBM) stake by 10% in Q2 2026, selling an estimated $102K and leaving 3,476 shares worth $977K. The position accounts for 0.14% of the portfolio, ranked #132.

Secure Asset Management first reported a position in IBM in Q4 2019 and has held it in 18 quarters since. The position peaked at $1.16M in Q2 2025. 1,825 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Secure Asset Management held 3,476 shares of IBM worth $977K as of Q2 2026.
  • Secure Asset Management sold 405 IBM shares in Q2 2026, an estimated $102K.
  • IBM made up 0.14% of Secure Asset Management's portfolio in Q2 2026, its #132 holding.
  • Secure Asset Management first reported a position in IBM in Q4 2019 and has held it in 18 quarters since.
  • Secure Asset Management's IBM position peaked at $1.16M in Q2 2025.
  • 1,825 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Secure Asset Management's 13F filing for Q2 2026, filed 15 Jul 2026.