SWM
IBM icon

Selective Wealth Management’s IBM IBM Stock Holding History

Selective 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 		$671K Sell
3,154
-85
-3% -$21.4K 0.18% 61
2026
Q1 		$736K Sell
3,239
-38
-1% -$10.3K 0.22% 53
2025
Q4 		$976K Sell
3,277
-1,346
-29% -$403K 0.3% 38
2025
Q3 		$1.36M Sell
4,623
-515
-10% -$135K 0.44% 31
2025
Q2 		$1.49M Sell
5,138
-736
-13% -$190K 0.54% 26
2025
Q1 		$1.38M Sell
5,874
-139
-2% -$34K 0.6% 24
2024
Q4 		$1.31M Buy
6,013
+128
+2% +$28.5K 0.53% 26
2024
Q3 		$1.35M Sell
5,885
-515
-8% -$101K 0.56% 28
2024
Q2 		$1.13M Sell
6,400
-20
-0.3% -$3.48K 0.5% 30
2024
Q1 		$1.19M Sell
6,420
-200
-3% -$36.5K 0.52% 30
2023
Q4 		$1.06M Sell
6,620
-1,370
-17% -$207K 0.54% 30
2023
Q3 		$1.13M Sell
7,990
-6
-0.1% -$854 0.62% 28
2023
Q2 		$1.06M Buy
+7,996
New +$1.03M 0.53% 29
2022
Q4 		$1.57M Sell
11,084
-106
-0.9% -$14.6K 0.83% 25
2022
Q3 		$1.33M Sell
11,190
-8,684
-44% -$1.14M 0.57% 30
2022
Q2 		$2.81M Sell
19,874
-521
-3% -$70.3K 1% 25
2022
Q1 		$2.65M Sell
20,395
-1,947
-9% -$254K 0.96% 21
2021
Q4 		$2.99M Sell
22,342
-4,691
-17% -$588K 1.22% 19
2021
Q3 		$3.59M Sell
27,033
-17,283
-39% -$2.31M 1.9% 14
2021
Q2 		$6.21M Sell
44,316
-20,834
-32% -$2.85M 4.95% 4
2021
Q1 		$8.3M Sell
65,150
-4,132
-6% -$495K 7.55% 4
2020
Q4 		$8.34M Buy
69,282
+9,427
+16% +$1.09M 5.38% 6
2020
Q3 		$6.96M Buy
59,855
+3,088
+5% +$364K 5.46% 6
2020
Q2 		$6.55M Buy
56,767
+55,727
+5,358% +$6.47M 5.43% 5
2020
Q1 		$110K Buy
1,040
+2
+0.2% +$253 0.17% 39
2019
Q4 		$133K Sell
1,038
-20
-2% -$2.6K 0.16% 41
2019
Q3 		$147K Buy
+1,058
New +$143K 0.2% 39
2018
Q3 		$152K Buy
+1,048
New +$146K 1.82% 19

Other funds holding IBM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

Selective Wealth Management reduced its IBM (IBM) stake by 2.6% in Q2 2026, selling an estimated $21.4K and leaving 3,154 shares worth $671K. The position accounts for 0.18% of the portfolio, ranked #61.

Selective Wealth Management first reported a position in IBM in Q3 2018 and has held it in 28 quarters since. The position peaked at $8.34M in Q4 2020. 1,700 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Selective Wealth Management held 3,154 shares of IBM worth $671K as of Q2 2026.
  • Selective Wealth Management sold 85 IBM shares in Q2 2026, an estimated $21.4K.
  • IBM made up 0.18% of Selective Wealth Management's portfolio in Q2 2026, its #61 holding.
  • Selective Wealth Management first reported a position in IBM in Q3 2018 and has held it in 28 quarters since.
  • Selective Wealth Management's IBM position peaked at $8.34M in Q4 2020.
  • 1,700 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Selective Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.