Sierra Summit Advisors’s IBM IBM Stock Holding History

Sierra Summit Advisors’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	$3.03M	Buy	10,780 +392	+4%	+$98.8K	0.34%	50
2026 Q1	$2.52M	Sell	10,388 -960	-8%	-$260K	0.37%	50
2025 Q4	$3.36M	Buy	11,348 +283	+3%	+$84.8K	0.52%	40
2025 Q3	$3.12M	Buy	11,065 +652	+6%	+$171K	0.48%	42
2025 Q2	$3.07M	Sell	10,413 -3,885	-27%	-$1M	0.55%	35
2025 Q1	$3.56M	Sell	14,298 -156	-1%	-$38.2K	0.77%	35
2024 Q4	$3.18M	Buy	14,454 +3,324	+30%	+$740K	0.64%	34
2024 Q3	$2.46M	Buy	11,130 +2,058	+23%	+$404K	0.57%	38
2024 Q2	$1.57M	Buy	9,072 +997	+12%	+$173K	0.39%	44
2024 Q1	$1.54M	Buy	8,075 +57	+0.7%	+$10.4K	0.42%	40
2023 Q4	$1.31M	Buy	+8,018	New	+$1.21M	0.38%	44

Other funds holding IBM

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Sierra Summit Advisors's IBM Position: Q2 2026 in Review

Sierra Summit Advisors increased its IBM (IBM) stake by 3.8% in Q2 2026, buying an estimated $98.8K and bringing the position to 10,780 shares worth $3.03M. The position accounts for 0.34% of the portfolio, ranked #50.

Sierra Summit Advisors first reported a position in IBM in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.56M in Q1 2025. 1,915 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

Sierra Summit Advisors held 10,780 shares of IBM worth $3.03M as of Q2 2026.
Sierra Summit Advisors bought 392 IBM shares in Q2 2026, an estimated $98.8K.
IBM made up 0.34% of Sierra Summit Advisors's portfolio in Q2 2026, its #50 holding.
Sierra Summit Advisors first reported a position in IBM in Q4 2023 and has held it in 11 quarters since.
Sierra Summit Advisors's IBM position peaked at $3.56M in Q1 2025.
1,915 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Sierra Summit Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.