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Segment Wealth Management’s IBM IBM Stock Holding History

Segment Wealth 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 		$241K Sell
858
-217
-20% -$54.7K 0.01% 292
2026
Q1 		$261K Sell
1,075
-110
-9% -$29.8K 0.02% 272
2025
Q4 		$351K Buy
+1,185
New +$355K 0.02% 245
2016
Q3 		– Sell
-1,738
Closed -$252K – 163
2016
Q2 		$252K Buy
1,738
+313
+22% +$44.8K 0.1% 123
2016
Q1 		$206K Buy
+1,425
New +$182K 0.08% 144
2015
Q4 		– Sell
-1,515
Closed -$210K – 165
2015
Q3 		$210K Sell
1,515
-61
-4% -$9.01K 0.08% 151
2015
Q2 		$245K Hold
1,576
– – 0.09% 155
2015
Q1 		$242K Sell
1,576
-545
-26% -$82.7K 0.08% 153
2014
Q4 		$325K Sell
2,121
-11,237
-84% -$1.79M 0.12% 107
2014
Q3 		$2.42M Buy
13,358
+314
+2% +$57.2K 0.93% 31
2014
Q2 		$2.26M Buy
13,044
+817
+7% +$147K 0.88% 35
2014
Q1 		$2.25M Buy
12,227
+685
+6% +$121K 1.05% 28
2013
Q4 		$2.07M Buy
11,542
+416
+4% +$71.7K 1.02% 27
2013
Q3 		$1.97M Buy
11,126
+344
+3% +$62.5K 1.07% 24
2013
Q2 		$1.97M Buy
+10,782
New +$2.1M 1.18% 18

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

Segment Wealth Management's IBM Position: Q2 2026 in Review

Segment Wealth Management reduced its IBM (IBM) stake by 20% in Q2 2026, selling an estimated $54.7K and leaving 858 shares worth $241K. The position accounts for 0.01% of the portfolio, ranked #292.

Segment Wealth Management first reported a position in IBM in Q2 2013 and has held it in 15 quarters since. The position peaked at $2.42M in Q3 2014. 1,810 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Segment Wealth Management held 858 shares of IBM worth $241K as of Q2 2026.
  • Segment Wealth Management sold 217 IBM shares in Q2 2026, an estimated $54.7K.
  • IBM made up 0.01% of Segment Wealth Management's portfolio in Q2 2026, its #292 holding.
  • Segment Wealth Management first reported a position in IBM in Q2 2013 and has held it in 15 quarters since.
  • Segment Wealth Management's IBM position peaked at $2.42M in Q3 2014.
  • 1,810 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Segment Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.