Signature Wealth Management Partners’s IBM IBM Stock Holding History

Signature Wealth Management 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	$1.14M	Buy	4,057 +2	+0%	+$504	0.53%	38
2026 Q1	$983K	Buy	4,055 +101	+3%	+$27.3K	0.49%	38
2025 Q4	$1.17M	Buy	3,954 +469	+13%	+$140K	0.58%	35
2025 Q3	$983K	Buy	3,485 +2	+0.1%	+$524	0.51%	37
2025 Q2	$1.03M	Sell	3,483 -46	-1%	-$11.9K	0.59%	32
2025 Q1	$878K	Sell	3,529 -59	-2%	-$14.4K	0.57%	33
2024 Q4	$789K	Buy	3,588 +2	+0.1%	+$445	0.54%	38
2024 Q3	$793K	Buy	3,586 +1	+0%	+$196	0.57%	34
2024 Q2	$620K	Buy	3,585 +2	+0.1%	+$348	0.47%	48
2024 Q1	$684K	Sell	3,583 -423	-11%	-$77.2K	0.56%	42
2023 Q4	$655K	Hold	4,006	–	–	0.57%	41
2023 Q3	$562K	Buy	4,006 +200	+5%	+$28.5K	0.55%	42
2023 Q2	$509K	Sell	3,806 -408	-10%	-$52.7K	0.47%	51
2023 Q1	$552K	Hold	4,214	–	–	0.51%	49
2022 Q4	$594K	Hold	4,214	–	–	0.58%	49
2022 Q3	$500K	Hold	4,214	–	–	0.55%	51
2022 Q2	$595K	Hold	4,214	–	–	0.61%	47
2022 Q1	$548K	Hold	4,214	–	–	0.47%	57
2021 Q4	$563K	Sell	4,214 -225	-5%	-$28.2K	0.48%	53
2021 Q3	$590K	Hold	4,439	–	–	0.53%	51
2021 Q2	$622K	Buy	4,439 +81	+2%	+$11.1K	0.56%	48
2021 Q1	$555K	Buy	4,358 +459	+12%	+$54.9K	0.53%	55
2020 Q4	$469K	Buy	+3,899	New	+$451K	0.47%	52

Other funds holding IBM

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

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

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

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

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Signature Wealth Management Partners's IBM Position: Q2 2026 in Review

Signature Wealth Management Partners increased its IBM (IBM) stake by 0.05% in Q2 2026, buying an estimated $504 and bringing the position to 4,057 shares worth $1.14M. The position accounts for 0.53% of the portfolio, ranked #38.

Signature Wealth Management Partners first reported a position in IBM in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.17M in Q4 2025. 1,605 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

Signature Wealth Management Partners held 4,057 shares of IBM worth $1.14M as of Q2 2026.
Signature Wealth Management Partners bought 2 IBM shares in Q2 2026, an estimated $504.
IBM made up 0.53% of Signature Wealth Management Partners's portfolio in Q2 2026, its #38 holding.
Signature Wealth Management Partners first reported a position in IBM in Q4 2020 and has held it in 23 quarters since.
Signature Wealth Management Partners's IBM position peaked at $1.17M in Q4 2025.
1,605 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Signature Wealth Management Partners's 13F filing for Q2 2026, filed 29 Jul 2026.