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Sheets Smith Wealth Management’s IBM IBM Stock Holding History

Sheets Smith 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 		$228K Buy
+812
New +$205K 0.02% 382
2026
Q1 		– Sell
-695
Closed -$206K – 399
2025
Q4 		$206K Buy
+695
New +$208K 0.02% 384
2017
Q2 		– Sell
-1,327
Closed -$221K – 302
2017
Q1 		$221K Buy
1,327
+22
+2% +$3.69K 0.06% 271
2016
Q4 		$207K Buy
+1,305
New +$199K 0.06% 261
2016
Q1 		– Sell
-2,079
Closed -$274K – 248
2015
Q4 		$274K Buy
2,079
+22
+1% +$2.96K 0.08% 192
2015
Q3 		$285K Buy
2,057
+232
+13% +$34.3K 0.1% 164
2015
Q2 		$284K Buy
1,825
+226
+14% +$36.3K 0.08% 193
2015
Q1 		$245K Sell
1,599
-271
-14% -$41.1K 0.07% 208
2014
Q4 		$287K Buy
1,870
+94
+5% +$15K 0.07% 199
2014
Q3 		$322K Hold
1,776
– – 0.09% 188
2014
Q2 		$308K Sell
1,776
-59
-3% -$10.6K 0.08% 200
2014
Q1 		$338K Buy
1,835
+55
+3% +$9.68K 0.09% 193
2013
Q4 		$319K Sell
1,780
-4
-0.2% -$690 0.09% 205
2013
Q3 		$316K Sell
1,784
-32
-2% -$5.82K 0.1% 196
2013
Q2 		$332K Buy
+1,816
New +$354K 0.11% 192

Other funds holding IBM

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 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
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
EOJOAM
E. Ohman J:or Asset Management Stockholm, Sweden $4.3B AUM 29.55% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
AHB
Abner Herrman & Brock Jersey City, New Jersey $1.05B AUM 42.66% 1-Year Est. Return