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Shum Financial Group’s IBM IBM Stock Holding History

Shum Financial Group’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 		$1.02M Buy
3,617
+6
+0.2% +$1.51K 0.61% 41
2026
Q1 		$875K Buy
3,611
+10
+0.3% +$2.71K 0.62% 40
2025
Q4 		$1.07M Buy
3,601
+27
+0.8% +$8.09K 0.77% 38
2025
Q3 		$1.01M Buy
+3,574
New +$936K 0.75% 40
2025
Q1 		$882K Buy
3,547
+5
+0.1% +$1.22K 0.76% 45
2024
Q4 		$779K Sell
3,542
-88
-2% -$19.6K 0.67% 47
2024
Q3 		$753K Buy
+3,630
New +$712K 0.63% 53

Other funds holding IBM

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
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 22.96% 1-Year Est. Return
Universal-Beteiligungs- und Servicegesellschaft
Universal-Beteiligungs- und Servicegesellschaft Frankfurt Am Main, Germany $65.4B AUM 39.83% 1-Year Est. Return

Shum Financial Group's IBM Position: Q2 2026 in Review

Shum Financial Group increased its IBM (IBM) stake by 0.17% in Q2 2026, buying an estimated $1.51K and bringing the position to 3,617 shares worth $1.02M. The position accounts for 0.61% of the portfolio, ranked #41.

Shum Financial Group first reported a position in IBM in Q3 2024 and has held it in 7 quarters since. The position peaked at $1.07M in Q4 2025. 2,289 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Shum Financial Group held 3,617 shares of IBM worth $1.02M as of Q2 2026.
  • Shum Financial Group bought 6 IBM shares in Q2 2026, an estimated $1.51K.
  • IBM made up 0.61% of Shum Financial Group's portfolio in Q2 2026, its #41 holding.
  • Shum Financial Group first reported a position in IBM in Q3 2024 and has held it in 7 quarters since.
  • Shum Financial Group's IBM position peaked at $1.07M in Q4 2025.
  • 2,289 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Shum Financial Group's 13F filing for Q2 2026, filed 22 Jul 2026.