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ShoreHaven Wealth Partners’s IBM IBM Stock Holding History

ShoreHaven Wealth Partners’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 		$204K Buy
+726
New +$183K 0.06% 105
2026
Q1 		– Sell
-721
Closed -$214K – 109
2025
Q4 		$214K Buy
721
+2
+0.3% +$599 0.08% 101
2025
Q3 		$203K Sell
719
-24
-3% -$6.28K 0.08% 99
2025
Q2 		$219K Buy
+743
New +$191K 0.09% 93
2021
Q2 		– Sell
-924
Closed -$117K – 142
2021
Q1 		$117K Buy
924
+267
+41% +$32K 0.06% 79
2020
Q4 		$79K Buy
+657
New +$75.9K 0.04% 92

Other funds holding IBM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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

ShoreHaven Wealth Partners's IBM Position: Q2 2026 in Review

ShoreHaven Wealth Partners opened a new position in IBM (IBM) in Q2 2026: 726 shares worth $204K. The stake represents 0.06% of the portfolio and ranks #105 among its holdings. This is a return to the name: ShoreHaven Wealth Partners previously reported a position in IBM as recently as Q4 2025.

ShoreHaven Wealth Partners first reported a position in IBM in Q4 2020 and has held it in 6 quarters since. The position peaked at $219K in Q2 2025. 2,145 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • ShoreHaven Wealth Partners held 726 shares of IBM worth $204K as of Q2 2026.
  • IBM was a new ShoreHaven Wealth Partners position in Q2 2026.
  • IBM made up 0.06% of ShoreHaven Wealth Partners's portfolio in Q2 2026, its #105 holding.
  • ShoreHaven Wealth Partners first reported a position in IBM in Q4 2020 and has held it in 6 quarters since.
  • ShoreHaven Wealth Partners's IBM position peaked at $219K in Q2 2025.
  • 2,145 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on ShoreHaven Wealth Partners's 13F filing for Q2 2026, filed 14 Jul 2026.